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.2+ years Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping and ... | $19,664 |
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT SECURITIES, INC. Service code 27 · EIN 59-3099288 | Advisory (Plan) | $10,484 |
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 | $107,740 | $100,041+7.7% | $149,718-28.0% | $70,131+53.6% |
| Participation rate | 90.8% | 83.6%+7.2pp | 87.1%+3.7pp | 69.5%+21.3pp |
| Annual return | 17.37% | 27.43%-10.1pp | 1501.63%-1484.3pp | 73.14%-55.8pp |
| Employer contribution / active EE | $11,413 | $3,662+211.7% | $5,445+109.6% | $2,342+387.2% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $71 | $8,286-99.1% | $11,283-99.4% | $4,645-98.5% |