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.7 years Service code 15 · EIN 27-2037969 | Recordkeeping | $17,716 |
Filed as: PROCOURSE Service code 27 · EIN 45-5291215 PO BOX 3430 · CARMEL, IN 46082 | Advisory (Plan) | $8,125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,646 | $95,880+116.6% | $107,525+93.1% | $85,563+142.7% |
| Participation rate | 98.4% | 70.1%+28.3pp | 75.1%+23.4pp | 66.0%+32.5pp |
| Annual return | 24.49% | 68.06%-43.6pp | 181.32%-156.8pp | 31.51%-7.0pp |
| Employer contribution / active EE | $8,807 | $3,812+131.0% | $3,754+134.6% | $2,654+231.9% |
| Participant deferral / active EE | $11,228 | $4,201+167.2% | $5,116+119.5% | $4,375+156.6% |
| Admin fee / account holder | $224 | $1,025-78.1% | $8,919-97.5% | $834-73.1% |