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.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $77,267 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Account maintenance fees; Claims proc... | $14,572 |
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 | $87,908 | $79,519+10.6% | $95,952-8.4% | $73,409+19.8% |
| Participation rate | 55.6% | 81.2%-25.5pp | 77.1%-21.4pp | 72.2%-16.5pp |
| Annual return | 14.89% | 19.20%-4.3pp | 91.61%-76.7pp | 59.29%-44.4pp |
| Employer contribution / active EE | $1,683 | $2,048-17.8% | $2,541-33.8% | $2,234-24.7% |
| Participant deferral / active EE | $3,695 | $4,138-10.7% | $4,167-11.3% | $3,805-2.9% |
| Admin fee / account holder | $144 | $184-22.0% | $6,795-97.9% | $158-9.0% |