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.5+ years Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping and ... | $5,027 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,559 | $136,307-13.8% | $177,821-33.9% | $73,488+60.0% |
| Participation rate | 95.9% | 86.1%+9.8pp | 87.7%+8.1pp | 70.7%+25.2pp |
| Annual return | 14.54% | 18.68%-4.1pp | 48.32%-33.8pp | 28.51%-14.0pp |
| Employer contribution / active EE | $4,406 | $3,712+18.7% | $5,918-25.6% | $2,270+94.1% |
| Participant deferral / active EE | $5,986 | $5,829+2.7% | $7,714-22.4% | $3,740+60.1% |
| Admin fee / account holder | $19 | $596-96.8% | $12,427-99.8% | $513-96.3% |