Filed July 9, 1993
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.4 years Filed as: NEWPORT TRUST COMPANY Service code 15 · EIN 27-2037969 45 SOUTH 7TH STREET · MINNEAPOLIS, MN 554021614 | Recordkeeping | $12,142 |
THE CONESTOGA GROUP4 years Service code 26 · EIN 23-2472585 SWEDESFORD CORPORATE CENTER · FRAZER, PA 19355 | Advisory (Participants) | $10,619 |
Service code 99 · EIN 23-2250214 215 W. CHURCH ROAD · KING OF PURSSIA, PA 19406 | Other Fees | $9,256 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,891 | $93,571+16.4% | $135,903-19.9% | $75,163+44.9% |
| Participation rate | 97.6% | 75.2%+22.5pp | 81.9%+15.7pp | 67.2%+30.5pp |
| Annual return | 15.18% | 30.90%-15.7pp | 68.23%-53.1pp | 160.62%-145.4pp |
| Employer contribution / active EE | $2,950 | $3,537-16.6% | $4,856-39.2% | $2,670+10.5% |
| Participant deferral / active EE | $8,252 | $6,404+28.9% | $7,758+6.4% | $4,125+100.0% |
| Admin fee / account holder | $243 | $6,975-96.5% | $10,762-97.7% | $5,651-95.7% |