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.7 years Service code 50 · EIN 27-2037969 | Direct Payment | $6,217 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,243 | $58,264+24.0% | $86,612-16.6% | $71,457+1.1% |
| Participation rate | 68.6% | 65.0%+3.6pp | 71.7%-3.1pp | 67.9%+0.7pp |
| Annual return | 14.86% | 21.63%-6.8pp | 591.07%-576.2pp | 28.85%-14.0pp |
| Employer contribution / active EE | $2,661 | $2,574+3.4% | $3,022-12.0% | $2,588+2.8% |
| Participant deferral / active EE | $2,532 | $3,436-26.3% | $4,438-42.9% | $4,289-41.0% |
| Admin fee / account holder | $38 | $1,057-96.4% | $5,614-99.3% | $1,587-97.6% |