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.7 years Service code 13 · EIN 27-2037969 | Contract Administrator | $61,536 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $15,606 |
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 | $84,471 | $72,254+16.9% | $86,677-2.5% | $64,808+30.3% |
| Participation rate | 52.8% | 80.4%-27.6pp | 76.6%-23.8pp | 71.5%-18.7pp |
| Annual return | -13.97% | 392.42%-406.4pp | 35.91%-49.9pp | 32.82%-46.8pp |
| Employer contribution / active EE | $1,804 | $2,393-24.6% | $2,836-36.4% | $2,506-28.0% |
| Participant deferral / active EE | $3,992 | $4,658-14.3% | $4,656-14.3% | $4,310-7.4% |
| Admin fee / account holder | $115 | $174-33.9% | $7,493-98.5% | $188-38.8% |