Filed August 3, 1992
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.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Recordkeeping fees; Recordkeeping and... | $14,538 |
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 | $17,448 | $46,360-62.4% | $147,614-88.2% | $52,331-66.7% |
| Participation rate | 81.1% | 64.9%+16.2pp | 84.6%-3.5pp | 68.1%+13.0pp |
| Annual return | 0.31% | 1.62%-1.3pp | 61.98%-61.7pp | 4.54%-4.2pp |
| Employer contribution / active EE | $937 | $2,126-55.9% | $5,564-83.2% | $1,882-50.2% |
| Participant deferral / active EE | $1,172 | $2,258-48.1% | $4,895-76.1% | $3,022-61.2% |
| Admin fee / account holder | $13 | $766-98.3% | $11,611-99.9% | $592-97.8% |