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.4 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $47,779 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Custodial (securities); Account maint... | $12,622 |
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 | $59,711 | $88,515-32.5% | $162,163-63.2% | $67,579-11.6% |
| Participation rate | 94.1% | 86.8%+7.3pp | 87.6%+6.6pp | 71.3%+22.9pp |
| Annual return | 16.43% | 27.04%-10.6pp | 115.59%-99.2pp | 378.56%-362.1pp |
| Employer contribution / active EE | $8,803 | $3,563+147.1% | $5,614+56.8% | $2,148+309.9% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,298-100.0% | $3,539-100.0% |
| Admin fee / account holder | $74 | $124-39.9% | $10,843-99.3% | $142-47.8% |