Filed October 1, 1993
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT GROUP SECURITIES, INC. Service code 16 · EIN 59-2386168 | Consulting | $107,143 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $104,773 |
VICENTI LLOYD STUTZMAN, LLP1+ years Filed as: VICENTI, LLOYD & STUTZMAN LLP Service code 99 · EIN 95-2242818 | Other Fees | $14,825 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,862 | $68,092-26.8% | $73,307-32.0% | $59,188-15.8% |
| Participation rate | 98.4% | 78.1%+20.3pp | 74.9%+23.5pp | 69.4%+29.0pp |
| Annual return | 2.21% | 5.93%-3.7pp | 5.67%-3.5pp | 5.51%-3.3pp |
| Employer contribution / active EE | $723 | $2,018-64.2% | $3,237-77.7% | $2,098-65.5% |
| Participant deferral / active EE | $6,822 | $5,041+35.3% | $4,991+36.7% | $3,265+109.0% |
| Admin fee / account holder | $132 | $630-79.1% | $5,637-97.7% | $92+42.9% |