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.8 years Service code 13 · EIN 27-2037969 | Contract Administrator | $73,810 |
NEWPORT GROUP, INC.8 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (directed); Trustee (bank, tr... | $15,636 |
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 | $89,857 | $99,078-9.3% | $96,544-6.9% | $74,419+20.7% |
| Participation rate | 52.4% | 80.7%-28.2pp | 76.0%-23.5pp | 70.7%-18.3pp |
| Annual return | 16.39% | 22.48%-6.1pp | 25.84%-9.5pp | 34.38%-18.0pp |
| Employer contribution / active EE | $1,806 | $2,570-29.7% | $2,965-39.1% | $2,637-31.5% |
| Participant deferral / active EE | $4,098 | $4,933-16.9% | $4,851-15.5% | $4,528-9.5% |
| Admin fee / account holder | $125 | $225-44.4% | $8,252-98.5% | $348-64.1% |