Filed June 15, 2006
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 Service code 13 · EIN 27-2037969 | Contract Administrator | $16,502 |
Annual investment return 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 | $78,332 | $93,182-15.9% | $146,665-46.6% | $79,386-1.3% |
| Participation rate | 97.5% | 76.4%+21.1pp | 80.1%+17.5pp | 70.7%+26.8pp |
| Annual return | 6.94% | 21.61%-14.7pp | 22.74%-15.8pp | 116.85%-109.9pp |
| Employer contribution / active EE | $1,977 | $2,420-18.3% | $4,136-52.2% | $2,427-18.6% |
| Participant deferral / active EE | $2,339 | $4,169-43.9% | $5,506-57.5% | $4,046-42.2% |
| Admin fee / account holder | $75 | $585-87.2% | $10,280-99.3% | $626-88.0% |