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.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $79,331 |
Filed as: PROCOURSE Service code 27 · EIN 45-5291215 PO BOX 3430 · CARMEL, IN 46082 | Advisory (Plan) | $16,494 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,323 | $92,971+58.5% | $96,683+52.4% | $74,419+98.0% |
| Participation rate | 99.2% | 71.5%+27.7pp | 74.3%+24.9pp | 70.7%+28.5pp |
| Annual return | 14.31% | 37.49%-23.2pp | 35.69%-21.4pp | 34.38%-20.1pp |
| Employer contribution / active EE | $7,185 | $3,426+109.7% | $3,737+92.3% | $2,637+172.4% |
| Participant deferral / active EE | $9,596 | $3,970+141.7% | $4,878+96.7% | $4,528+111.9% |
| Admin fee / account holder | $179 | $633-71.7% | $6,730-97.3% | $348-48.6% |