Filed October 27, 2008 (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 | $27,211 |
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 | $35,100 | $53,901-34.9% | $134,143-73.8% | $73,488-52.2% |
| Participation rate | 88.1% | 62.8%+25.3pp | 72.2%+16.0pp | 70.7%+17.5pp |
| Annual return | 14.46% | 15.82%-1.4pp | 36.33%-21.9pp | 28.51%-14.1pp |
| Employer contribution / active EE | $1,201 | $1,458-17.6% | $3,704-67.6% | $2,270-47.1% |
| Participant deferral / active EE | $3,107 | $2,739+13.5% | $3,499-11.2% | $3,740-16.9% |
| Admin fee / account holder | $135 | $581-76.7% | $6,684-98.0% | $513-73.6% |