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.7+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $21,276 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,701 | $56,485+101.3% | $185,823-38.8% | $86,799+31.0% |
| Participation rate | 63.7% | 65.5%-1.8pp | 81.7%-18.0pp | 72.3%-8.6pp |
| Annual return | 15.71% | 118.04%-102.3pp | 122.05%-106.3pp | 97.91%-82.2pp |
| Employer contribution / active EE | $1,573 | $1,843-14.6% | $5,167-69.6% | $2,405-34.6% |
| Participant deferral / active EE | $3,580 | $2,553+40.2% | $5,568-35.7% | $4,131-13.3% |
| Admin fee / account holder | $75 | $150-49.9% | $16,237-99.5% | $170-55.8% |