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.5 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Claims processing... | $75,212 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 75-3182674 | Bank Trustee | $32,858 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $157,214 | $111,608+40.9% | $177,821-11.6% | $73,409+114.2% |
| Participation rate | 99.8% | 87.9%+11.9pp | 87.7%+12.0pp | 72.2%+27.6pp |
| Annual return | 12.93% | 18.23%-5.3pp | 48.32%-35.4pp | 59.29%-46.4pp |
| Employer contribution / active EE | $3,312 | $3,796-12.7% | $5,918-44.0% | $2,234+48.3% |
| Participant deferral / active EE | $6,243 | $6,199+0.7% | $7,714-19.1% | $3,805+64.1% |
| Admin fee / account holder | $113 | $166-31.9% | $12,427-99.1% | $158-28.6% |