Filed March 2, 1999
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.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $93,503 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,302 | $44,897+355.1% | $84,966+140.5% | $199,593+2.4% |
| Participation rate | 98.2% | 45.7%+52.5pp | 67.5%+30.7pp | 72.0%+26.2pp |
| Annual return | 17.43% | 20.96%-3.5pp | 66.38%-49.0pp | 34.25%-16.8pp |
| Employer contribution / active EE | $3,673 | $1,365+169.0% | $2,727+34.7% | $3,034+21.0% |
| Participant deferral / active EE | $8,853 | $2,668+231.8% | $4,519+95.9% | $5,087+74.0% |
| Admin fee / account holder | $17 | $584-97.2% | $6,149-99.7% | $269-93.8% |