Filed August 26, 2004
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.2+ years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Claims processing; Account maintenanc... | $15,664 |
NEWPORT GROUP, INC.2+ years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Recordk... | $13,508 |
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 | $128,415 | $55,453+131.6% | $170,442-24.7% | $62,292+106.1% |
| Participation rate | 96.8% | 66.4%+30.4pp | 83.6%+13.2pp | 69.5%+27.3pp |
| Annual return | 17.43% | 21.38%-3.9pp | 205.93%-188.5pp | 28.90%-11.5pp |
| Employer contribution / active EE | $6,727 | $2,164+210.9% | $5,433+23.8% | $2,042+229.4% |
| Participant deferral / active EE | $9,381 | $2,303+307.4% | $4,939+89.9% | $3,169+196.0% |
| Admin fee / account holder | $40 | $455-91.2% | $13,880-99.7% | $479-91.7% |