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.8 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Recordk... | $94,562 |
NEWPORT GROUP, INC.8 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $36,413 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,178 | $100,227+43.9% | $169,993-15.2% | $74,419+93.7% |
| Participation rate | 98.6% | 87.3%+11.3pp | 87.0%+11.6pp | 70.7%+27.9pp |
| Annual return | 15.88% | 66.08%-50.2pp | 53.37%-37.5pp | 34.38%-18.5pp |
| Employer contribution / active EE | $3,420 | $4,263-19.8% | $6,785-49.6% | $2,637+29.7% |
| Participant deferral / active EE | $6,280 | $7,143-12.1% | $10,408-39.7% | $4,528+38.7% |
| Admin fee / account holder | $115 | $234-50.9% | $12,815-99.1% | $348-66.9% |