Filed June 3, 2014 (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 9-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.4+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $35,437 |
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 | $75,717 | $52,953+43.0% | $172,739-56.2% | $65,185+16.2% |
| Participation rate | 90.9% | 66.2%+24.7pp | 82.6%+8.2pp | 70.2%+20.7pp |
| Annual return | 22.73% | 30.12%-7.4pp | 802.84%-780.1pp | 29.38%-6.6pp |
| Employer contribution / active EE | $5,417 | $2,190+147.4% | $5,143+5.3% | $2,177+148.9% |
| Participant deferral / active EE | $2,701 | $2,471+9.3% | $5,198-48.0% | $3,514-23.1% |
| Admin fee / account holder | $143 | $472-69.6% | $13,954-99.0% | $847-83.1% |