Filed August 31, 2016 (most recent of 2 filings on file)
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 RETIREMENT SERVICES, INC. Service code 15 · EIN 62-1868111 | Recordkeeping | $6,726 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,941 | $36,916+19.0% | $156,549-71.9% | $57,658-23.8% |
| Participation rate | 85.5% | 63.4%+22.0pp | 84.0%+1.4pp | 70.2%+15.2pp |
| Annual return | 0.09% | 12.38%-12.3pp | 32.23%-32.1pp | 5.13%-5.0pp |
| Employer contribution / active EE | $3,693 | $1,571+135.1% | $5,501-32.9% | $1,974+87.1% |
| Participant deferral / active EE | $4,194 | $1,926+117.8% | $4,871-13.9% | $3,061+37.0% |
| Admin fee / account holder | $36 | $82-56.1% | $13,027-99.7% | $95-61.7% |