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.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $54,349 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $111,067 | $66,601+66.8% | $92,893+19.6% | $67,579+64.4% |
| Participation rate | 99.7% | 72.5%+27.2pp | 76.0%+23.7pp | 71.3%+28.4pp |
| Annual return | 11.40% | 92.58%-81.2pp | 109.41%-98.0pp | 378.56%-367.2pp |
| Employer contribution / active EE | $3,025 | $2,775+9.0% | $3,653-17.2% | $2,148+40.8% |
| Participant deferral / active EE | $7,073 | $3,157+124.1% | $4,236+67.0% | $3,539+99.8% |
| Admin fee / account holder | $32 | $199-84.1% | $5,794-99.5% | $142-77.7% |