Filed September 2, 2006
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 SECURITIES, INC. Service code 27 · EIN 59-3099288 | Advisory (Plan) | $21,254 |
NEWPORT GROUP, INC.1+ years Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping fees... | $20,060 |
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 | $88,215 | $87,841+0.4% | $133,980-34.2% | $62,891+40.3% |
| Participation rate | 87.1% | 83.4%+3.7pp | 87.1%0pp | 69.3%+17.8pp |
| Annual return | 6.30% | 12.05%-5.8pp | 29.30%-23.0pp | 20.14%-13.8pp |
| Employer contribution / active EE | $11,996 | $3,483+244.4% | $5,211+130.2% | $2,281+425.9% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $203 | $5,371-96.2% | $9,324-97.8% | $4,296-95.3% |