Filed July 13, 2007
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 Service code 15 · EIN 27-2037969 | Recordkeeping | $59,423 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICE Service code 27 · EIN 81-3968784 | Advisory (Plan) | $30,316 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP CONSULTING Service code 28 PO BOX 55848 · BOSTON, MA 02205 | Investment Management | $5,044 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,002 | $50,820-33.1% | $155,567-78.1% | $77,671-56.2% |
| Participation rate | 94.2% | 63.1%+31.1pp | 78.2%+16.0pp | 70.6%+23.6pp |
| Annual return | 12.91% | 34.85%-21.9pp | 64.74%-51.8pp | 31.21%-18.3pp |
| Employer contribution / active EE | $1,138 | $1,993-42.9% | $4,674-75.7% | $2,726-58.3% |
| Participant deferral / active EE | $2,448 | $2,823-13.3% | $5,628-56.5% | $4,648-47.3% |
| Admin fee / account holder | $126 | $436-71.0% | $15,916-99.2% | $430-70.6% |