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.7+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $18,152 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,024 | $95,918-10.3% | $151,611-43.3% | $77,904+10.4% |
| Participation rate | 98.5% | 88.7%+9.7pp | 87.5%+11.0pp | 73.7%+24.8pp |
| Annual return | 7.46% | -5.50%+13.0pp | 3.33%+4.1pp | 12.21%-4.7pp |
| Employer contribution / active EE | $1,996 | $4,330-53.9% | $6,166-67.6% | $2,848-29.9% |
| Participant deferral / active EE | $0 | $7,508-100.0% | $8,363-100.0% | $4,806-100.0% |
| Admin fee / account holder | $11 | $93-88.5% | $11,616-99.9% | $133-91.9% |