Filed December 23, 1
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.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $30,812 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $92,301 | $73,638+25.3% | $95,952-3.8% | $73,488+25.6% |
| Participation rate | 97.2% | 76.2%+21.1pp | 77.1%+20.1pp | 70.7%+26.5pp |
| Annual return | 5.32% | 16.78%-11.5pp | 91.61%-86.3pp | 28.51%-23.2pp |
| Employer contribution / active EE | $2,742 | $1,863+47.2% | $2,541+7.9% | $2,270+20.8% |
| Participant deferral / active EE | $5,319 | $3,617+47.1% | $4,167+27.6% | $3,740+42.2% |
| Admin fee / account holder | $214 | $482-55.6% | $6,795-96.9% | $513-58.3% |