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.2 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $113,432 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Custodial (securities); Trustee (bank... | $31,049 |
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 | $131,381 | $81,537+61.1% | $149,718-12.2% | $69,631+88.7% |
| Participation rate | 97.3% | 86.1%+11.2pp | 87.1%+10.2pp | 70.7%+26.6pp |
| Annual return | 15.59% | 22.79%-7.2pp | 1501.63%-1486.0pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $2,817 | $3,239-13.0% | $5,445-48.3% | $2,032+38.6% |
| Participant deferral / active EE | $5,052 | $4,994+1.2% | $6,569-23.1% | $3,224+56.7% |
| Admin fee / account holder | $112 | $107+4.5% | $11,283-99.0% | $110+1.1% |