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.4 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $7,269 |
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 | $62,692 | $66,124-5.2% | $90,404-30.7% | $73,488-14.7% |
| Participation rate | 93.5% | 69.7%+23.8pp | 72.7%+20.8pp | 70.7%+22.8pp |
| Annual return | 14.29% | 17.65%-3.4pp | 1293.02%-1278.7pp | 28.51%-14.2pp |
| Employer contribution / active EE | $2,742 | $2,346+16.9% | $3,262-15.9% | $2,270+20.8% |
| Participant deferral / active EE | $3,032 | $3,039-0.2% | $3,963-23.5% | $3,740-18.9% |
| Admin fee / account holder | $45 | $396-88.5% | $5,611-99.2% | $513-91.1% |