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.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $57,473 |
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 | $123,699 | $91,517+35.2% | $101,248+22.2% | $73,409+68.5% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 17.77% | 17.17%+0.6pp | 46.47%-28.7pp | 59.29%-41.5pp |
| Employer contribution / active EE | $2,292 | $2,877-20.3% | $3,660-37.4% | $2,234+2.6% |
| Participant deferral / active EE | $8,068 | $3,338+141.7% | $4,370+84.6% | $3,805+112.0% |
| Admin fee / account holder | $15 | $216-92.8% | $5,945-99.7% | $158-90.2% |