Filed February 29, 1996
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 10-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.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $99,898 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 49 · EIN 26-4310632 | Other Services | $42,901 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP CONSULTING, LLC Service code 11 · EIN 20-4649925 | Actuarial | $34,181 |
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 | $88,459 | $54,390+62.6% | $117,039-24.4% | $69,631+27.0% |
| Participation rate | 97.8% | 58.5%+39.3pp | 77.2%+20.7pp | 70.7%+27.1pp |
| Annual return | 15.50% | 18.33%-2.8pp | 18.95%-3.4pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $1,675 | $1,357+23.5% | $3,785-55.7% | $2,032-17.6% |
| Participant deferral / active EE | $4,374 | $2,076+110.7% | $3,929+11.3% | $3,224+35.7% |
| Admin fee / account holder | $203 | $98+107.8% | $5,974-96.6% | $110+84.0% |