Filed July 25, 2005
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.9 years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Direct paym... | $74,840 |
NEWPORT GROUP, INC.9 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Custodial (securities); Account maint... | $23,503 |
Annual investment return 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 | $99,238 | $122,693-19.1% | $184,203-46.1% | $199,593-50.3% |
| Participation rate | 84.5% | 86.8%-2.2pp | 86.8%-2.3pp | 72.0%+12.6pp |
| Annual return | 12.16% | 143.91%-131.7pp | 28.81%-16.6pp | 34.25%-22.1pp |
| Employer contribution / active EE | $8,662 | $4,584+88.9% | $6,427+34.8% | $3,034+185.5% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $9,131-100.0% | $5,087-100.0% |
| Admin fee / account holder | $100 | $121-16.7% | $13,901-99.3% | $269-62.6% |