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.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $25,533 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,843 | $50,815+94.5% | $155,509-36.4% | $77,643+27.3% |
| Participation rate | 74.9% | 63.1%+11.8pp | 78.2%-3.3pp | 70.6%+4.3pp |
| Annual return | 16.47% | 34.80%-18.3pp | 64.67%-48.2pp | 31.24%-14.8pp |
| Employer contribution / active EE | $1,893 | $1,993-5.0% | $4,672-59.5% | $2,726-30.5% |
| Participant deferral / active EE | $4,065 | $2,822+44.1% | $5,626-27.7% | $4,647-12.5% |
| Admin fee / account holder | $66 | $437-84.8% | $15,912-99.6% | $430-84.6% |