Filed September 28, 1998
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 Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Custodial (securities); Claims proces... | $10,700 |
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 | $108,958 | $56,443+93.0% | $83,848+29.9% | $55,725+95.5% |
| Participation rate | 99.0% | 72.0%+27.0pp | 76.1%+22.9pp | 70.9%+28.2pp |
| Annual return | 17.55% | 393.67%-376.1pp | 850.88%-833.3pp | 244.93%-227.4pp |
| Employer contribution / active EE | $3,813 | $2,682+42.2% | $3,631+5.0% | $2,078+83.5% |
| Participant deferral / active EE | $6,154 | $2,965+107.6% | $4,082+50.8% | $3,356+83.4% |
| Admin fee / account holder | $49 | $156-68.8% | $5,478-99.1% | $115-57.6% |