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.3+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $14,666 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,793 | $82,546+20.9% | $140,016-28.7% | $75,289+32.5% |
| Participation rate | 99.1% | 88.4%+10.8pp | 87.5%+11.6pp | 72.4%+26.7pp |
| Annual return | 53.83% | -0.36%+54.2pp | 651.12%-597.3pp | -0.04%+53.9pp |
| Employer contribution / active EE | $2,681 | $3,856-30.5% | $5,606-52.2% | $2,405+11.5% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $10 | $86-88.5% | $10,705-99.9% | $102-90.3% |