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.9 years Service code 13 · EIN 27-2037969 | Contract Administrator | $79,612 |
NEWPORT GROUP, INC.9 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $18,391 |
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 | $104,854 | $88,890+18.0% | $102,423+2.4% | $77,643+35.0% |
| Participation rate | 48.9% | 80.9%-32.1pp | 76.5%-27.6pp | 70.6%-21.7pp |
| Annual return | 13.99% | 24.98%-11.0pp | 29.32%-15.3pp | 31.24%-17.2pp |
| Employer contribution / active EE | $1,789 | $2,698-33.7% | $3,023-40.8% | $2,726-34.4% |
| Participant deferral / active EE | $4,110 | $5,145-20.1% | $5,053-18.7% | $4,647-11.6% |
| Admin fee / account holder | $138 | $235-41.5% | $9,451-98.5% | $430-68.0% |