Filed December 12, 2016
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 9-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 year Filed as: NEWPORT TRUST COMPANY Service code 24 · EIN 27-4411131 | Discretionary Trustee | $17,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,102 | $65,223-12.5% | $80,019-28.6% | $55,725+2.5% |
| Participation rate | 99.4% | 80.6%+18.8pp | 75.8%+23.6pp | 70.9%+28.5pp |
| Annual return | 18.46% | 7.59%+10.9pp | 11.22%+7.2pp | 244.93%-226.5pp |
| Employer contribution / active EE | $3,321 | $2,544+30.5% | $2,468+34.6% | $2,078+59.8% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $3,686-100.0% | $3,356-100.0% |
| Admin fee / account holder | $165 | $114+44.7% | $6,521-97.5% | $115+43.5% |