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.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $42,411 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,405 | $93,131-30.8% | $106,548-39.6% | $86,799-25.8% |
| Participation rate | 93.4% | 81.4%+11.9pp | 76.1%+17.2pp | 72.3%+21.1pp |
| Annual return | 12.64% | 19.45%-6.8pp | 26.80%-14.2pp | 97.91%-85.3pp |
| Employer contribution / active EE | $2,152 | $2,895-25.7% | $2,819-23.6% | $2,405-10.5% |
| Participant deferral / active EE | $4,017 | $4,708-14.7% | $4,398-8.7% | $4,131-2.8% |
| Admin fee / account holder | $120 | $145-17.0% | $7,407-98.4% | $170-28.9% |