Filed July 15, 2005
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.8 years Service code 15 · EIN 27-2037969 | Recordkeeping | $20,132 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,638 | $69,763+54.3% | $67,502+59.5% | $74,495+44.5% |
| Participation rate | 97.8% | 71.4%+26.4pp | 72.9%+24.9pp | 67.2%+30.6pp |
| Annual return | 14.96% | -40.34%+55.3pp | 3512.12%-3497.2pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $6,342 | $2,704+134.6% | $2,731+132.2% | $2,623+141.8% |
| Participant deferral / active EE | $7,221 | $3,636+98.6% | $4,000+80.5% | $4,346+66.2% |
| Admin fee / account holder | $53 | $896-94.1% | $3,998-98.7% | $1,942-97.3% |