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.6 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Recordk... | $9,572 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,612 | $51,197+14.5% | $82,719-29.1% | $66,914-12.4% |
| Participation rate | 74.4% | 67.8%+6.6pp | 72.6%+1.9pp | 69.8%+4.6pp |
| Annual return | -13.45% | -9.64%-3.8pp | 701.18%-714.6pp | 1.58%-15.0pp |
| Employer contribution / active EE | $2,643 | $2,611+1.2% | $3,009-12.2% | $2,544+3.9% |
| Participant deferral / active EE | $2,678 | $3,458-22.6% | $4,395-39.1% | $4,237-36.8% |
| Admin fee / account holder | $54 | $416-87.1% | $5,329-99.0% | $593-90.9% |