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.3 years Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 | Recordkeeping | $26,543 |
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 | $157,312 | $100,179+57.0% | $84,015+87.2% | $89,569+75.6% |
| Participation rate | 95.5% | 54.1%+41.4pp | 69.0%+26.5pp | 69.6%+25.9pp |
| Annual return | 6.80% | 22.50%-15.7pp | 71.31%-64.5pp | 34.56%-27.8pp |
| Employer contribution / active EE | $1,018 | $816+24.6% | $1,983-48.7% | $2,584-60.6% |
| Participant deferral / active EE | $0 | $1,459-100.0% | $3,239-100.0% | $4,220-100.0% |
| Admin fee / account holder | $1 | $72-98.3% | $6,101-100.0% | $72-98.2% |