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.1 year Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $98,018 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (directed); Claims processing... | $27,789 |
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 | $123,033 | $71,802+71.3% | $133,980-8.2% | $57,658+113.4% |
| Participation rate | 96.0% | 85.5%+10.5pp | 87.1%+8.9pp | 70.2%+25.8pp |
| Annual return | 30.53% | 13.51%+17.0pp | 29.30%+1.2pp | 5.13%+25.4pp |
| Employer contribution / active EE | $2,681 | $3,161-15.2% | $5,211-48.5% | $1,974+35.9% |
| Participant deferral / active EE | $4,826 | $4,606+4.8% | $6,282-23.2% | $3,061+57.7% |
| Admin fee / account holder | $73 | $88-16.9% | $9,324-99.2% | $95-22.9% |