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.4 years Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 | Recordkeeping | $95,487 |
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 | $151,520 | $48,464+212.6% | $90,951+66.6% | $106,222+42.6% |
| Participation rate | 95.2% | 53.1%+42.1pp | 69.0%+26.2pp | 70.8%+24.4pp |
| Annual return | 6.03% | 16.72%-10.7pp | 134.60%-128.6pp | 21.69%-15.7pp |
| Employer contribution / active EE | $6,613 | $939+604.0% | $2,122+211.7% | $2,723+142.8% |
| Participant deferral / active EE | $0 | $1,510-100.0% | $3,373-100.0% | $4,600-100.0% |
| Admin fee / account holder | $4 | $58-92.5% | $5,959-99.9% | $78-94.5% |