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.9 years Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 | Recordkeeping | $92,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,759 | $77,577+148.5% | $101,794+89.4% | $140,769+36.9% |
| Participation rate | 94.8% | 56.8%+38.0pp | 69.2%+25.6pp | 74.2%+20.6pp |
| Annual return | 14.80% | 14.47%+0.3pp | 30.53%-15.7pp | 16.82%-2.0pp |
| Employer contribution / active EE | $1,497 | $1,318+13.6% | $2,289-34.6% | $3,906-61.7% |
| Participant deferral / active EE | $0 | $2,205-100.0% | $4,084-100.0% | $6,717-100.0% |
| Admin fee / account holder | $6 | $84-92.8% | $8,777-99.9% | $229-97.3% |