Filed June 22, 2006
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 Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 | Recordkeeping | $92,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,759 | $142,480+35.3% | $98,716+95.3% | $142,480+35.3% |
| Participation rate | 94.8% | 76.2%+18.5pp | 69.3%+25.5pp | 76.2%+18.5pp |
| Annual return | 14.80% | 16.32%-1.5pp | 31.81%-17.0pp | 16.32%-1.5pp |
| Employer contribution / active EE | $1,497 | $3,867-61.3% | $2,279-34.3% | $3,867-61.3% |
| Participant deferral / active EE | $0 | $6,807-100.0% | $4,048-100.0% | $6,807-100.0% |
| Admin fee / account holder | $6 | $307-98.0% | $8,703-99.9% | $307-98.0% |