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.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $2,111 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,345 | $84,784-25.3% | $98,439-35.7% | $74,419-14.9% |
| Participation rate | 95.5% | 81.5%+13.9pp | 75.2%+20.3pp | 70.7%+24.7pp |
| Annual return | 18.38% | 20.59%-2.2pp | 21.16%-2.8pp | 34.38%-16.0pp |
| Employer contribution / active EE | $2,480 | $3,364-26.3% | $3,048-18.6% | $2,637-6.0% |
| Participant deferral / active EE | $4,645 | $5,218-11.0% | $4,738-2.0% | $4,528+2.6% |
| Admin fee / account holder | $6 | $204-97.2% | $8,948-99.9% | $348-98.4% |