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 year Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $53,800 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Account maintenance fees; Custodial (... | $7,453 |
Annual investment return 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 | $32,739 | $71,802-54.4% | $133,980-75.6% | $57,658-43.2% |
| Participation rate | 88.3% | 85.5%+2.8pp | 87.1%+1.2pp | 70.2%+18.1pp |
| Annual return | 3.27% | 13.51%-10.2pp | 29.30%-26.0pp | 5.13%-1.9pp |
| Employer contribution / active EE | $8,185 | $3,161+158.9% | $5,211+57.1% | $1,974+314.7% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $56 | $88-36.6% | $9,324-99.4% | $95-41.2% |