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.3 years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $60,278 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Claims processing; Trustee (bank, tru... | $8,602 |
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 | $45,752 | $80,005-42.8% | $140,016-67.3% | $55,725-17.9% |
| Participation rate | 93.7% | 87.0%+6.7pp | 87.5%+6.2pp | 70.9%+22.8pp |
| Annual return | -6.18% | 0.46%-6.6pp | 651.12%-657.3pp | 244.93%-251.1pp |
| Employer contribution / active EE | $8,590 | $3,403+152.4% | $5,606+53.2% | $2,078+313.3% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $75 | $116-35.2% | $10,705-99.3% | $115-34.9% |