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.8 years Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 | Recordkeeping | $206,017 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,081 | $57,150+232.6% | $93,606+103.1% | $106,382+78.7% |
| Participation rate | 94.5% | 49.1%+45.4pp | 68.7%+25.8pp | 69.9%+24.7pp |
| Annual return | 16.34% | 15.81%+0.5pp | 133.20%-116.9pp | 17.37%-1.0pp |
| Employer contribution / active EE | $7,039 | $1,015+593.4% | $2,420+190.9% | $3,364+109.3% |
| Participant deferral / active EE | $0 | $1,853-100.0% | $4,411-100.0% | $5,569-100.0% |
| Admin fee / account holder | $8 | $64-86.9% | $8,285-99.9% | $79-89.4% |