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.8 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Sub-transfer agen... | $68,180 |
NEWPORT GROUP, INC.8 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Claims processing; Account maintenanc... | $20,363 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,282 | $100,227-0.9% | $169,993-41.6% | $74,419+33.4% |
| Participation rate | 79.2% | 87.3%-8.1pp | 87.0%-7.8pp | 70.7%+8.5pp |
| Annual return | 15.65% | 66.08%-50.4pp | 53.37%-37.7pp | 34.38%-18.7pp |
| Employer contribution / active EE | $8,847 | $4,263+107.5% | $6,785+30.4% | $2,637+235.5% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $10,408-100.0% | $4,528-100.0% |
| Admin fee / account holder | $103 | $234-56.0% | $12,815-99.2% | $348-70.3% |