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.6 years Service code 13 · EIN 27-2037969 | Contract Administrator | $67,558 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (directed); Custodial (securi... | $15,939 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,502 | $185,342-45.8% | $111,297-9.7% | $86,799+15.8% |
| Participation rate | 57.8% | 81.0%-23.2pp | 77.3%-19.5pp | 72.3%-14.5pp |
| Annual return | 14.81% | 500.80%-486.0pp | 54.65%-39.8pp | 97.91%-83.1pp |
| Employer contribution / active EE | $1,921 | $2,246-14.5% | $2,731-29.7% | $2,405-20.2% |
| Participant deferral / active EE | $4,121 | $4,458-7.6% | $4,487-8.2% | $4,131-0.3% |
| Admin fee / account holder | $128 | $255-49.8% | $7,964-98.4% | $170-24.4% |