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.7+ years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Claims proc... | $7,163 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,851 | $110,094+1.6% | $151,611-26.2% | $68,494+63.3% |
| Participation rate | 84.3% | 84.0%+0.4pp | 87.5%-3.2pp | 67.9%+16.4pp |
| Annual return | -16.60% | -10.12%-6.5pp | 3.33%-19.9pp | -7.84%-8.8pp |
| Employer contribution / active EE | $14,408 | $4,471+222.3% | $6,166+133.7% | $2,596+455.0% |
| Participant deferral / active EE | $0 | $6,527-100.0% | $8,363-100.0% | $4,027-100.0% |
| Admin fee / account holder | $43 | $7,719-99.4% | $11,616-99.6% | $5,403-99.2% |