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.3 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $114,070 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Account maintenance fees; Claims proc... | $39,367 |
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 | $128,164 | $80,005+60.2% | $140,016-8.5% | $55,725+130.0% |
| Participation rate | 97.2% | 87.0%+10.2pp | 87.5%+9.7pp | 70.9%+26.4pp |
| Annual return | -4.33% | 0.46%-4.8pp | 651.12%-655.5pp | 244.93%-249.3pp |
| Employer contribution / active EE | $2,933 | $3,403-13.8% | $5,606-47.7% | $2,078+41.1% |
| Participant deferral / active EE | $5,386 | $5,264+2.3% | $6,927-22.2% | $3,356+60.5% |
| Admin fee / account holder | $130 | $116+12.1% | $10,705-98.8% | $115+12.5% |