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.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $28,938 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,550 | $81,908-39.5% | $90,749-45.4% | $64,808-23.5% |
| Participation rate | 92.6% | 80.5%+12.1pp | 75.7%+16.9pp | 71.5%+21.2pp |
| Annual return | -17.56% | -12.53%-5.0pp | -12.16%-5.4pp | 32.82%-50.4pp |
| Employer contribution / active EE | $2,120 | $3,065-30.8% | $2,921-27.4% | $2,506-15.4% |
| Participant deferral / active EE | $4,070 | $4,840-15.9% | $4,564-10.8% | $4,310-5.6% |
| Admin fee / account holder | $75 | $157-52.3% | $8,445-99.1% | $188-60.1% |