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.3 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $8,847 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $12,469 | $47,977-74.0% | $154,107-91.9% | $56,287-77.8% |
| Participation rate | 68.7% | 66.2%+2.5pp | 83.0%-14.3pp | 69.9%-1.1pp |
| Annual return | -5.06% | 3.54%-8.6pp | 735.12%-740.2pp | -9.96%+4.9pp |
| Employer contribution / active EE | $1,188 | $2,169-45.2% | $5,298-77.6% | $2,111-43.7% |
| Participant deferral / active EE | $1,077 | $2,392-55.0% | $5,081-78.8% | $3,350-67.8% |
| Admin fee / account holder | $5 | $438-98.9% | $13,411-100.0% | $521-99.1% |