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.5 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Claims processing... | $47,513 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Claims processing; Account maintenanc... | $15,701 |
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 | $74,332 | $111,608-33.4% | $177,821-58.2% | $73,409+1.3% |
| Participation rate | 95.0% | 87.9%+7.1pp | 87.7%+7.3pp | 72.2%+22.8pp |
| Annual return | 18.14% | 18.23%-0.1pp | 48.32%-30.2pp | 59.29%-41.1pp |
| Employer contribution / active EE | $9,085 | $3,796+139.3% | $5,918+53.5% | $2,234+306.7% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,805-100.0% |
| Admin fee / account holder | $74 | $166-55.1% | $12,427-99.4% | $158-53.0% |