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.6+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $15,903 |
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 | $109,330 | $52,293+109.1% | $178,490-38.7% | $73,409+48.9% |
| Participation rate | 63.9% | 65.3%-1.5pp | 81.9%-18.0pp | 72.2%-8.3pp |
| Annual return | 13.91% | 34.75%-20.8pp | 151.07%-137.2pp | 59.29%-45.4pp |
| Employer contribution / active EE | $1,420 | $1,735-18.2% | $5,011-71.7% | $2,234-36.4% |
| Participant deferral / active EE | $3,041 | $2,332+30.4% | $5,202-41.5% | $3,805-20.1% |
| Admin fee / account holder | $59 | $127-53.6% | $13,984-99.6% | $158-62.6% |