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.7 years Service code 12 · EIN 27-2037969 | Claims processing; Sub-transfer agenc... | $83,026 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $36,468 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,168 | $86,897+60.2% | $151,611-8.2% | $64,808+114.7% |
| Participation rate | 99.8% | 87.3%+12.5pp | 87.5%+12.3pp | 71.5%+28.3pp |
| Annual return | -14.03% | -3.57%-10.5pp | 3.33%-17.4pp | 32.82%-46.9pp |
| Employer contribution / active EE | $3,503 | $4,010-12.7% | $6,166-43.2% | $2,506+39.8% |
| Participant deferral / active EE | $6,517 | $6,690-2.6% | $8,363-22.1% | $4,310+51.2% |
| Admin fee / account holder | $117 | $153-23.7% | $11,616-99.0% | $188-37.9% |