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.8+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $11,820 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,870 | $125,758+6.4% | $169,993-21.2% | $75,163+78.1% |
| Participation rate | 81.1% | 83.6%-2.5pp | 87.0%-5.9pp | 67.2%+13.9pp |
| Annual return | 16.80% | 27.20%-10.4pp | 53.37%-36.6pp | 160.62%-143.8pp |
| Employer contribution / active EE | $13,945 | $4,615+202.2% | $6,785+105.5% | $2,670+422.3% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $10,408-100.0% | $4,125-100.0% |
| Admin fee / account holder | $70 | $8,173-99.1% | $12,815-99.5% | $5,651-98.8% |