Filed October 1, 2014
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.1+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $0 |
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 | $33,242 | $63,905-48.0% | $74,183-55.2% | $57,658-42.3% |
| Participation rate | 60.5% | 79.8%-19.2pp | 76.6%-16.1pp | 70.2%-9.7pp |
| Annual return | 15.56% | 60.60%-45.0pp | 17.74%-2.2pp | 5.13%+10.4pp |
| Employer contribution / active EE | $0 | $1,840-100.0% | $2,370-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $5,220 | $3,448+51.4% | $3,550+47.1% | $3,061+70.6% |
| Admin fee / account holder | $11 | $91-88.4% | $5,586-99.8% | $95-88.8% |