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.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $85,102 |
Filed as: PROCOURSE Service code 27 · EIN 45-5291215 PO BOX 3430 · CARMEL, IN 46082 | Advisory (Plan) | $16,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,044 | $106,236+34.6% | $112,228+27.5% | $64,808+120.7% |
| Participation rate | 98.2% | 71.7%+26.5pp | 75.1%+23.1pp | 71.5%+26.7pp |
| Annual return | -3.01% | -6.02%+3.0pp | 27.45%-30.5pp | 32.82%-35.8pp |
| Employer contribution / active EE | $9,428 | $3,166+197.8% | $3,635+159.4% | $2,506+276.2% |
| Participant deferral / active EE | $9,914 | $3,785+161.9% | $4,728+109.7% | $4,310+130.0% |
| Admin fee / account holder | $220 | $452-51.3% | $6,410-96.6% | $188+17.1% |