Filed November 29, 2000
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.8 years Service code 15 · EIN 27-2037969 | Recordkeeping | $4,947 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $62,108 | $50,815+22.2% | $155,509-60.1% | $77,643-20.0% |
| Participation rate | 24.8% | 63.1%-38.3pp | 78.2%-53.4pp | 70.6%-45.8pp |
| Annual return | 11.63% | 34.80%-23.2pp | 64.67%-53.0pp | 31.24%-19.6pp |
| Employer contribution / active EE | $359 | $1,993-82.0% | $4,672-92.3% | $2,726-86.8% |
| Participant deferral / active EE | $830 | $2,822-70.6% | $5,626-85.3% | $4,647-82.1% |
| Admin fee / account holder | $40 | $437-90.8% | $15,912-99.7% | $430-90.7% |