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.8+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $22,327 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (discretionary); Trustee (dir... | $6,065 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,274 | $47,126+127.6% | $149,673-28.3% | $74,419+44.1% |
| Participation rate | 90.5% | 63.4%+27.1pp | 78.8%+11.7pp | 70.7%+19.7pp |
| Annual return | 16.22% | 22.75%-6.5pp | 134.42%-118.2pp | 34.38%-18.2pp |
| Employer contribution / active EE | $6,221 | $1,905+226.5% | $4,818+29.1% | $2,637+135.9% |
| Participant deferral / active EE | $3,345 | $2,728+22.6% | $5,680-41.1% | $4,528-26.1% |
| Admin fee / account holder | $102 | $343-70.1% | $13,210-99.2% | $348-70.5% |