Filed February 25, 1999
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, INC Service code 12 · EIN 27-2037969 | Claims processing; Participant loan p... | $225,657 |
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Account maintenance fees; Trustee (ba... | $81,025 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL - RPCP Service code 27 P.O. BOX 502333 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $66,000 |
NEWPORT GROUP, INC.2+ years Service code 15 | Recordkeeping | $14,195 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,666 | $100,921-63.7% | $82,313-55.5% | $177,276-79.3% |
| Participation rate | 98.2% | 86.9%+11.3pp | 76.9%+21.3pp | 74.8%+23.4pp |
| Annual return | 35.97% | 20.33%+15.6pp | 25.88%+10.1pp | 21.25%+14.7pp |
| Employer contribution / active EE | $2,091 | $3,145-33.5% | $2,428-13.9% | $2,479-15.6% |
| Participant deferral / active EE | $1,999 | $5,192-61.5% | $3,706-46.1% | $3,881-48.5% |
| Admin fee / account holder | $51 | $64-20.8% | $5,608-99.1% | $154-67.0% |