Filed December 10, 2005
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.3 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Recordk... | $96,678 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (directed); Trustee (bank, tr... | $10,971 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,612 | $64,311+0.5% | $110,238-41.4% | $75,289-14.2% |
| Participation rate | 43.8% | 79.3%-35.4pp | 79.8%-36.0pp | 72.4%-28.6pp |
| Annual return | -3.81% | -1.74%-2.1pp | 314.74%-318.6pp | -0.04%-3.8pp |
| Employer contribution / active EE | $1,287 | $2,404-46.4% | $3,826-66.4% | $2,405-46.5% |
| Participant deferral / active EE | $2,842 | $3,892-27.0% | $4,672-39.2% | $3,739-24.0% |
| Admin fee / account holder | $140 | $88+59.5% | $8,547-98.4% | $102+36.6% |