Filed October 22, 2004
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 | $71,434 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,781 | $82,093-88.1% | $379,746-97.4% | $73,409-86.7% |
| Participation rate | 92.2% | 76.8%+15.4pp | 78.4%+13.8pp | 72.2%+20.1pp |
| Annual return | 15.49% | 18.89%-3.4pp | 34.90%-19.4pp | 59.29%-43.8pp |
| Employer contribution / active EE | $1,055 | $2,847-62.9% | $3,540-70.2% | $2,234-52.8% |
| Participant deferral / active EE | $1,585 | $4,697-66.3% | $6,024-73.7% | $3,805-58.3% |
| Admin fee / account holder | $55 | $128-57.2% | $7,927-99.3% | $158-65.4% |