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.11+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $50,930 |
LINCOLN NATIONAL CORPORATION11+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,665 | $50,982+105.3% | $154,803-32.4% | $85,563+22.3% |
| Participation rate | 82.8% | 59.8%+23.0pp | 78.1%+4.8pp | 66.0%+16.9pp |
| Annual return | 15.84% | 30.35%-14.5pp | 58.88%-43.0pp | 31.51%-15.7pp |
| Employer contribution / active EE | $2,194 | $1,708+28.5% | $4,305-49.0% | $2,654-17.3% |
| Participant deferral / active EE | $4,502 | $2,474+81.9% | $5,540-18.8% | $4,375+2.9% |
| Admin fee / account holder | $107 | $846-87.4% | $14,329-99.3% | $834-87.2% |