Filed May 20, 2019
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 9-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 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $4,809 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,947 | $51,620+10.3% | $90,281-36.9% | $65,185-12.6% |
| Participation rate | 92.8% | 68.6%+24.2pp | 73.3%+19.5pp | 70.2%+22.6pp |
| Annual return | 20.28% | 24.94%-4.7pp | 78.10%-57.8pp | 29.38%-9.1pp |
| Employer contribution / active EE | $2,794 | $2,235+25.1% | $2,854-2.1% | $2,177+28.4% |
| Participant deferral / active EE | $2,757 | $2,871-4.0% | $3,885-29.1% | $3,514-21.5% |
| Admin fee / account holder | $32 | $384-91.7% | $5,351-99.4% | $847-96.2% |