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.9+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $18,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,944 | $122,693-32.4% | $184,203-55.0% | $199,593-58.4% |
| Participation rate | 97.9% | 86.8%+11.1pp | 86.8%+11.1pp | 72.0%+26.0pp |
| Annual return | 35.69% | 143.91%-108.2pp | 28.81%+6.9pp | 34.25%+1.4pp |
| Employer contribution / active EE | $2,528 | $4,584-44.9% | $6,427-60.7% | $3,034-16.7% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $9,131-100.0% | $5,087-100.0% |
| Admin fee / account holder | $10 | $121-91.7% | $13,901-99.9% | $269-96.3% |