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.6+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $14,707 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,119 | $118,337-20.5% | $189,513-50.3% | $93,030+1.2% |
| Participation rate | 99.4% | 89.1%+10.3pp | 87.8%+11.6pp | 73.9%+25.5pp |
| Annual return | 38.86% | 21.77%+17.1pp | 555.15%-516.3pp | 158.70%-119.8pp |
| Employer contribution / active EE | $1,922 | $4,204-54.3% | $6,162-68.8% | $2,706-29.0% |
| Participant deferral / active EE | $0 | $7,123-100.0% | $8,221-100.0% | $4,562-100.0% |
| Admin fee / account holder | $10 | $100-90.3% | $12,045-99.9% | $152-93.6% |