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 Service code 15 · EIN 27-2037969 | Recordkeeping | $30,166 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,244 | $78,275+98.3% | $109,143+42.2% | $86,799+78.9% |
| Participation rate | 99.7% | 73.8%+25.8pp | 75.9%+23.8pp | 72.3%+27.4pp |
| Annual return | 22.77% | 19.14%+3.6pp | 25.75%-3.0pp | 97.91%-75.1pp |
| Employer contribution / active EE | $2,533 | $3,105-18.4% | $3,722-31.9% | $2,405+5.3% |
| Participant deferral / active EE | $9,427 | $3,641+158.9% | $4,653+102.6% | $4,131+128.2% |
| Admin fee / account holder | $109 | $198-45.2% | $6,752-98.4% | $170-35.8% |