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.4+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $15,979 |
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 | $79,537 | $95,776-17.0% | $162,163-51.0% | $77,787+2.3% |
| Participation rate | 99.8% | 88.6%+11.1pp | 87.6%+12.2pp | 73.2%+26.5pp |
| Annual return | -3.13% | 37.03%-40.2pp | 115.59%-118.7pp | 32.57%-35.7pp |
| Employer contribution / active EE | $1,669 | $3,874-56.9% | $5,614-70.3% | $2,504-33.4% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,298-100.0% | $3,967-100.0% |
| Admin fee / account holder | $10 | $88-88.3% | $10,843-99.9% | $100-89.7% |