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.6+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $169,750 |
Employer contribution per participant 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 | $61,725 | $77,197-20.0% | $86,874-28.9% | $93,030-33.7% |
| Participation rate | 90.5% | 78.2%+12.2pp | 71.6%+18.8pp | 73.9%+16.5pp |
| Annual return | 14.86% | 16.31%-1.4pp | 63.52%-48.7pp | 158.70%-143.8pp |
| Employer contribution / active EE | $627 | $2,514-75.1% | $2,495-74.9% | $2,706-76.8% |
| Participant deferral / active EE | $3,397 | $3,831-11.3% | $3,699-8.2% | $4,562-25.5% |
| Admin fee / account holder | $79 | $105-25.0% | $5,828-98.6% | $152-48.1% |