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.6+ years Service code 14 · EIN 27-2037969 | Plan Administrator | $10,305 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,434 | $58,879+46.8% | $178,490-51.6% | $73,488+17.6% |
| Participation rate | 83.5% | 66.2%+17.2pp | 81.9%+1.5pp | 70.7%+12.8pp |
| Annual return | 14.26% | 24.86%-10.6pp | 151.07%-136.8pp | 28.51%-14.3pp |
| Employer contribution / active EE | $677 | $2,236-69.7% | $5,011-86.5% | $2,270-70.2% |
| Participant deferral / active EE | $4,749 | $2,567+85.0% | $5,202-8.7% | $3,740+27.0% |
| Admin fee / account holder | $80 | $400-80.0% | $13,984-99.4% | $513-84.4% |