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.5+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $14,120 |
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 | $65,977 | $110,699-40.4% | $177,821-62.9% | $90,288-26.9% |
| Participation rate | 99.8% | 88.3%+11.4pp | 87.7%+12.0pp | 73.4%+26.4pp |
| Annual return | -7.04% | 22.79%-29.8pp | 48.32%-55.4pp | 53.97%-61.0pp |
| Employer contribution / active EE | $1,699 | $4,118-58.8% | $5,918-71.3% | $2,524-32.7% |
| Participant deferral / active EE | $0 | $6,731-100.0% | $7,714-100.0% | $4,232-100.0% |
| Admin fee / account holder | $9 | $90-90.4% | $12,427-99.9% | $114-92.4% |