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.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Direct payment from the plan; Claims ... | $49,563 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,795 | $68,413-63.8% | $123,104-79.9% | $55,191-55.1% |
| Participation rate | 89.9% | 84.5%+5.4pp | 86.8%+3.2pp | 69.2%+20.8pp |
| Annual return | -4.66% | 6.30%-11.0pp | 13.22%-17.9pp | 10.78%-15.4pp |
| Employer contribution / active EE | $8,290 | $3,050+171.8% | $5,151+60.9% | $1,899+336.6% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,230-100.0% | $3,046-100.0% |
| Admin fee / account holder | $68 | $88-22.9% | $9,015-99.2% | $91-25.4% |