Filed November 18, 2011
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.
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP INC. Service code 15 · EIN 27-2037969 | Recordkeeping | $52,143 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 26 · EIN 22-1146430 300 FIFTH AVENUE · PITTSBURGH, PA 15222 | Advisory (Participants) | $18,099 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $5,480 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,047 | $37,393+114.1% | $77,024+3.9% | $66,914+19.6% |
| Participation rate | 90.9% | 52.9%+38.0pp | 67.9%+22.9pp | 69.8%+21.1pp |
| Annual return | -15.72% | -3.29%-12.4pp | 42.32%-58.0pp | 1.58%-17.3pp |
| Employer contribution / active EE | $5,452 | $1,531+256.1% | $2,812+93.9% | $2,544+114.3% |
| Participant deferral / active EE | $11,227 | $2,617+329.0% | $4,426+153.6% | $4,237+165.0% |
| Admin fee / account holder | $205 | $567-63.8% | $5,425-96.2% | $593-65.4% |