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.2 years Service code 12 · EIN 27-2037969 | Claims processing; Sub-transfer agenc... | $66,125 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Claims processing; Account maintenanc... | $9,484 |
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 | $42,610 | $81,537-47.7% | $149,718-71.5% | $69,631-38.8% |
| Participation rate | 90.4% | 86.1%+4.3pp | 87.1%+3.3pp | 70.7%+19.7pp |
| Annual return | 12.52% | 22.79%-10.3pp | 1501.63%-1489.1pp | 27571.02%-27558.5pp |
| Employer contribution / active EE | $8,331 | $3,239+157.2% | $5,445+53.0% | $2,032+310.0% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,569-100.0% | $3,224-100.0% |
| Admin fee / account holder | $83 | $107-22.1% | $11,283-99.3% | $110-24.6% |