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.9 years Service code 12 · EIN 27-2037969 | Claims processing; Sub-transfer agenc... | $101,529 |
NEWPORT GROUP, INC.9 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $40,839 |
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 | $149,794 | $122,693+22.1% | $184,203-18.7% | $199,593-25.0% |
| Participation rate | 98.6% | 86.8%+11.8pp | 86.8%+11.8pp | 72.0%+26.6pp |
| Annual return | 13.53% | 143.91%-130.4pp | 28.81%-15.3pp | 34.25%-20.7pp |
| Employer contribution / active EE | $3,532 | $4,584-22.9% | $6,427-45.0% | $3,034+16.4% |
| Participant deferral / active EE | $6,320 | $7,990-20.9% | $9,131-30.8% | $5,087+24.2% |
| Admin fee / account holder | $117 | $121-2.6% | $13,901-99.2% | $269-56.3% |