Filed October 18, 2004
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.2+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $11,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,857 | $89,274-20.6% | $149,718-52.7% | $77,958-9.1% |
| Participation rate | 91.4% | 87.6%+3.8pp | 87.1%+4.3pp | 71.6%+19.8pp |
| Annual return | 50.04% | 20.36%+29.7pp | 1501.63%-1451.6pp | 20.87%+29.2pp |
| Employer contribution / active EE | $1,789 | $3,727-52.0% | $5,445-67.1% | $2,310-22.6% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,569-100.0% | $3,537-100.0% |
| Admin fee / account holder | $8 | $240-96.5% | $11,283-99.9% | $97-91.5% |