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.5 years Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 | Recordkeeping | $110,701 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,894 | $55,785+193.8% | $96,562+69.7% | $106,520+53.9% |
| Participation rate | 95.6% | 53.4%+42.2pp | 69.8%+25.7pp | 71.3%+24.2pp |
| Annual return | 18.00% | 17.66%+0.3pp | 37.78%-19.8pp | 19.28%-1.3pp |
| Employer contribution / active EE | $6,659 | $1,042+539.2% | $2,356+182.6% | $2,840+134.4% |
| Participant deferral / active EE | $0 | $1,782-100.0% | $3,849-100.0% | $4,948-100.0% |
| Admin fee / account holder | $5 | $59-91.8% | $6,181-99.9% | $75-93.5% |