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.4+ years Service code 12 · EIN 27-2037969 | Claims processing; Sub-transfer agenc... | $24,103 |
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 | $123,413 | $109,359+12.9% | $162,163-23.9% | $72,985+69.1% |
| Participation rate | 88.1% | 84.3%+3.8pp | 87.6%+0.5pp | 69.5%+18.6pp |
| Annual return | 21.51% | 25.46%-3.9pp | 115.59%-94.1pp | 81.00%-59.5pp |
| Employer contribution / active EE | $13,360 | $3,907+241.9% | $5,614+138.0% | $2,440+447.6% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,298-100.0% | $3,607-100.0% |
| Admin fee / account holder | $162 | $7,972-98.0% | $10,843-98.5% | $5,124-96.8% |