Filed October 18, 2004 (most recent of 2 filings on file)
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 | $132,112 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,691 | $65,708-15.2% | $76,817-27.5% | $77,787-28.4% |
| Participation rate | 90.1% | 79.0%+11.1pp | 72.1%+18.0pp | 73.2%+16.9pp |
| Annual return | 21.94% | 49.86%-27.9pp | 1166.11%-1144.2pp | 32.57%-10.6pp |
| Employer contribution / active EE | $521 | $2,167-75.9% | $2,302-77.4% | $2,504-79.2% |
| Participant deferral / active EE | $2,883 | $3,254-11.4% | $3,336-13.6% | $3,967-27.3% |
| Admin fee / account holder | $76 | $91-16.4% | $6,420-98.8% | $100-24.1% |