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.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $88,031 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,350 | $88,083-14.5% | $164,813-54.3% | $74,495+1.1% |
| Participation rate | 96.4% | 73.0%+23.4pp | 78.6%+17.8pp | 67.2%+29.2pp |
| Annual return | 16.26% | 17.26%-1.0pp | 69.93%-53.7pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $2,081 | $2,593-19.7% | $4,341-52.1% | $2,623-20.6% |
| Participant deferral / active EE | $2,579 | $4,498-42.7% | $6,031-57.2% | $4,346-40.7% |
| Admin fee / account holder | $377 | $2,234-83.1% | $12,690-97.0% | $1,942-80.6% |