Filed June 3, 1998 (most recent of 2 filings on file)
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 8-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 GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $7,053 |
MINNESOTA LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $80 |
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 | $82,823 | $63,299+30.8% | $91,001-9.0% | $62,292+33.0% |
| Participation rate | 93.7% | 73.3%+20.4pp | 75.6%+18.1pp | 69.5%+24.2pp |
| Annual return | 14.71% | 20.99%-6.3pp | 4.60%+10.1pp | 28.90%-14.2pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,005 | $2,943+70.1% | $3,547+41.1% | $3,169+57.9% |
| Admin fee / account holder | $275 | $468-41.1% | $5,417-94.9% | $479-42.5% |