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.6+ years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $6,701 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,521 | $137,414-2.8% | $189,513-29.5% | $85,850+55.5% |
| Participation rate | 88.5% | 84.6%+3.9pp | 87.8%+0.7pp | 69.3%+19.2pp |
| Annual return | 13.81% | 38.14%-24.3pp | 555.15%-541.3pp | 318.53%-304.7pp |
| Employer contribution / active EE | $14,138 | $4,344+225.4% | $6,162+129.5% | $2,565+451.2% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,221-100.0% | $3,952-100.0% |
| Admin fee / account holder | $41 | $8,630-99.5% | $12,045-99.7% | $6,260-99.3% |