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.6 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Claims ... | $78,401 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 75-3182674 | Bank Trustee | $37,805 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,013 | $111,491+48.9% | $189,513-12.4% | $86,799+91.3% |
| Participation rate | 99.5% | 87.3%+12.2pp | 87.8%+11.7pp | 72.3%+27.2pp |
| Annual return | 13.48% | 83.50%-70.0pp | 555.15%-541.7pp | 97.91%-84.4pp |
| Employer contribution / active EE | $3,421 | $3,951-13.4% | $6,162-44.5% | $2,405+42.2% |
| Participant deferral / active EE | $6,398 | $6,437-0.6% | $8,221-22.2% | $4,131+54.9% |
| Admin fee / account holder | $117 | $189-37.8% | $12,045-99.0% | $170-30.8% |