Filed January 14, 2000
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.5+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $24,302 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $92,926 | $62,928+47.7% | $172,739-46.2% | $67,579+37.5% |
| Participation rate | 62.4% | 64.5%-2.1pp | 82.6%-20.2pp | 71.3%-8.9pp |
| Annual return | 24.24% | 30.36%-6.1pp | 802.84%-778.6pp | 378.56%-354.3pp |
| Employer contribution / active EE | $1,425 | $1,636-12.9% | $5,143-72.3% | $2,148-33.6% |
| Participant deferral / active EE | $3,068 | $2,145+43.0% | $5,198-41.0% | $3,539-13.3% |
| Admin fee / account holder | $93 | $167-44.1% | $13,954-99.3% | $142-34.6% |