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.4 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $81,238 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 75-3182674 | Bank Trustee | $23,958 |
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 | $141,658 | $88,515+60.0% | $162,163-12.6% | $67,579+109.6% |
| Participation rate | 98.7% | 86.8%+11.9pp | 87.6%+11.1pp | 71.3%+27.4pp |
| Annual return | 20.08% | 27.04%-7.0pp | 115.59%-95.5pp | 378.56%-358.5pp |
| Employer contribution / active EE | $3,093 | $3,563-13.2% | $5,614-44.9% | $2,148+44.0% |
| Participant deferral / active EE | $5,700 | $5,724-0.4% | $7,298-21.9% | $3,539+61.1% |
| Admin fee / account holder | $113 | $124-8.4% | $10,843-99.0% | $142-20.4% |