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.7 years Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 | Recordkeeping | $144,913 |
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 | $173,028 | $53,531+223.2% | $86,188+100.8% | $96,393+79.5% |
| Participation rate | 94.6% | 53.4%+41.1pp | 69.0%+25.6pp | 71.3%+23.3pp |
| Annual return | 8.66% | 20.51%-11.9pp | 1168.45%-1159.8pp | 22.88%-14.2pp |
| Employer contribution / active EE | $7,368 | $1,158+536.1% | $2,380+209.6% | $3,238+127.5% |
| Participant deferral / active EE | $0 | $1,965-100.0% | $3,985-100.0% | $5,455-100.0% |
| Admin fee / account holder | $6 | $55-89.6% | $6,852-99.9% | $74-92.2% |