Filed July 28, 2003
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 | $37,542 |
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 | $67,787 | $85,135-20.4% | $98,907-31.5% | $73,409-7.7% |
| Participation rate | 94.4% | 81.1%+13.3pp | 76.0%+18.4pp | 72.2%+22.2pp |
| Annual return | 15.63% | 19.14%-3.5pp | 196.43%-180.8pp | 59.29%-43.7pp |
| Employer contribution / active EE | $2,061 | $2,721-24.3% | $2,689-23.4% | $2,234-7.7% |
| Participant deferral / active EE | $3,832 | $4,349-11.9% | $4,244-9.7% | $3,805+0.7% |
| Admin fee / account holder | $110 | $139-20.7% | $6,642-98.3% | $158-30.1% |