Filed October 21, 2011
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 Service code 14 · EIN 27-2037969 | Plan Administrator | $18,920 |
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 | $50,707 | $75,183-32.6% | $123,892-59.1% | $55,167-8.1% |
| Participation rate | 70.2% | 72.8%-2.6pp | 81.4%-11.2pp | 69.0%+1.2pp |
| Annual return | 7.06% | 19.01%-11.9pp | 47.52%-40.5pp | 169.23%-162.2pp |
| Employer contribution / active EE | $516 | $2,823-81.7% | $4,617-88.8% | $1,963-73.7% |
| Participant deferral / active EE | $3,182 | $5,084-37.4% | $5,984-46.8% | $3,054+4.2% |
| Admin fee / account holder | $130 | $663-80.3% | $8,357-98.4% | $504-74.1% |