Filed October 18, 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.3+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $14,324 |
BAIRD FUNDS1 year Filed as: ROBERT W. BAIRD Service code 27 · EIN 39-6037917 | Advisory (Plan) | $13,869 |
NEWPORT GROUP, INC.3+ years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Account maintenance fees; Custodial (... | $10,159 |
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 | $87,950 | $61,214+43.7% | $83,333+5.5% | $56,287+56.3% |
| Participation rate | 97.4% | 72.6%+24.8pp | 77.8%+19.6pp | 69.9%+27.5pp |
| Annual return | 9.25% | 0.42%+8.8pp | 10.63%-1.4pp | -9.96%+19.2pp |
| Employer contribution / active EE | $384 | $1,925-80.0% | $3,379-88.6% | $2,111-81.8% |
| Participant deferral / active EE | $5,042 | $5,091-1.0% | $5,565-9.4% | $3,350+50.5% |
| Admin fee / account holder | $76 | $512-85.1% | $7,510-99.0% | $521-85.4% |