Filed June 18, 2013 (most recent of 4 filings on file)
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.4+ years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $6,059 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,922 | $98,982+7.0% | $162,163-34.7% | $65,185+62.5% |
| Participation rate | 95.3% | 85.8%+9.5pp | 87.6%+7.8pp | 70.2%+25.1pp |
| Annual return | 19.85% | 24.84%-5.0pp | 115.59%-95.7pp | 29.38%-9.5pp |
| Employer contribution / active EE | $4,440 | $3,467+28.1% | $5,614-20.9% | $2,177+104.0% |
| Participant deferral / active EE | $5,861 | $5,384+8.9% | $7,298-19.7% | $3,514+66.8% |
| Admin fee / account holder | $26 | $596-95.7% | $10,843-99.8% | $847-97.0% |