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.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $25,851 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,956 | $92,055-14.2% | $106,213-25.7% | $77,643+1.7% |
| Participation rate | 95.4% | 81.0%+14.3pp | 75.3%+20.1pp | 70.6%+24.8pp |
| Annual return | 17.12% | 17.91%-0.8pp | 116.14%-99.0pp | 31.24%-14.1pp |
| Employer contribution / active EE | $3,001 | $3,367-10.9% | $3,171-5.4% | $2,726+10.1% |
| Participant deferral / active EE | $5,761 | $5,386+7.0% | $5,016+14.9% | $4,647+24.0% |
| Admin fee / account holder | $75 | $219-65.7% | $11,033-99.3% | $430-82.5% |