Filed August 4, 2006 (most recent of 2 filings on file)
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.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $145,951 |
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 | $127,604 | $79,519+60.5% | $95,952+33.0% | $73,409+73.8% |
| Participation rate | 89.9% | 81.2%+8.7pp | 77.1%+12.8pp | 72.2%+17.7pp |
| Annual return | 13.12% | 19.20%-6.1pp | 91.61%-78.5pp | 59.29%-46.2pp |
| Employer contribution / active EE | $6,310 | $2,048+208.1% | $2,541+148.3% | $2,234+182.5% |
| Participant deferral / active EE | $3,660 | $4,138-11.6% | $4,167-12.2% | $3,805-3.8% |
| Admin fee / account holder | $200 | $184+8.3% | $6,795-97.1% | $158+26.5% |