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.6 years Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 | Recordkeeping | $134,768 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,651 | $47,540+275.8% | $79,550+124.6% | $89,394+99.8% |
| Participation rate | 95.3% | 54.9%+40.3pp | 69.5%+25.8pp | 71.3%+24.0pp |
| Annual return | 17.98% | -8.05%+26.0pp | 0.16%+17.8pp | -11.89%+29.9pp |
| Employer contribution / active EE | $7,028 | $1,122+526.4% | $2,413+191.2% | $3,022+132.6% |
| Participant deferral / active EE | $0 | $1,961-100.0% | $3,985-100.0% | $5,123-100.0% |
| Admin fee / account holder | $4 | $59-93.5% | $6,832-99.9% | $79-95.2% |