Filed February 27, 2014
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.2 years Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 | Recordkeeping | $233,113 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,686 | $89,274-67.9% | $149,718-80.8% | $77,958-63.2% |
| Participation rate | 93.3% | 87.6%+5.6pp | 87.1%+6.2pp | 71.6%+21.6pp |
| Annual return | 27.03% | 20.36%+6.7pp | 1501.63%-1474.6pp | 20.87%+6.2pp |
| Employer contribution / active EE | $1,944 | $3,727-47.8% | $5,445-64.3% | $2,310-15.9% |
| Participant deferral / active EE | $4,575 | $5,382-15.0% | $6,569-30.3% | $3,537+29.4% |
| Admin fee / account holder | $80 | $240-66.7% | $11,283-99.3% | $97-18.0% |