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.8 years Service code 15 · EIN 27-2037969 | Recordkeeping | $8,819 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,246 | $60,323+14.8% | $81,812-15.4% | $74,495-7.0% |
| Participation rate | 77.0% | 62.9%+14.2pp | 72.3%+4.7pp | 67.2%+9.8pp |
| Annual return | 12.50% | 16.90%-4.4pp | 773.79%-761.3pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $2,528 | $2,620-3.5% | $2,912-13.2% | $2,623-3.6% |
| Participant deferral / active EE | $2,205 | $3,387-34.9% | $4,319-48.9% | $4,346-49.3% |
| Admin fee / account holder | $47 | $1,486-96.8% | $7,386-99.4% | $1,942-97.6% |