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.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $159,931 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,917 | $89,904+47.8% | $453,369-70.7% | $86,799+53.1% |
| Participation rate | 91.5% | 75.7%+15.7pp | 78.0%+13.5pp | 72.3%+19.2pp |
| Annual return | 16.53% | 19.72%-3.2pp | 64.40%-47.9pp | 97.91%-81.4pp |
| Employer contribution / active EE | $3,558 | $3,279+8.5% | $4,070-12.6% | $2,405+47.9% |
| Participant deferral / active EE | $6,588 | $5,114+28.8% | $6,209+6.1% | $4,131+59.5% |
| Admin fee / account holder | $218 | $156+40.1% | $11,209-98.1% | $170+28.7% |