Filed March 13, 2019 (most recent of 5 filings on file)
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.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $5,095 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,151 | $136,307-28.7% | $177,821-45.4% | $73,488+32.2% |
| Participation rate | 96.3% | 86.1%+10.2pp | 87.7%+8.5pp | 70.7%+25.6pp |
| Annual return | 18.88% | 18.68%+0.2pp | 48.32%-29.4pp | 28.51%-9.6pp |
| Employer contribution / active EE | $4,795 | $3,712+29.2% | $5,918-19.0% | $2,270+111.2% |
| Participant deferral / active EE | $9,269 | $5,829+59.0% | $7,714+20.2% | $3,740+147.9% |
| Admin fee / account holder | $18 | $596-96.9% | $12,427-99.9% | $513-96.4% |