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.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $103,410 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,396 | $89,904-78.4% | $453,369-95.7% | $86,799-77.7% |
| Participation rate | 89.0% | 75.7%+13.3pp | 78.0%+11.0pp | 72.3%+16.7pp |
| Annual return | 15.10% | 19.72%-4.6pp | 64.40%-49.3pp | 97.91%-82.8pp |
| Employer contribution / active EE | $866 | $3,279-73.6% | $4,070-78.7% | $2,405-64.0% |
| Participant deferral / active EE | $1,551 | $5,114-69.7% | $6,209-75.0% | $4,131-62.5% |
| Admin fee / account holder | $136 | $156-12.3% | $11,209-98.8% | $170-19.5% |