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.6+ years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Participant loan ... | $6,435 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,103 | $121,341+10.5% | $189,513-29.2% | $79,386+68.9% |
| Participation rate | 97.0% | 86.1%+10.9pp | 87.8%+9.2pp | 70.7%+26.3pp |
| Annual return | 12.52% | 21.08%-8.6pp | 555.15%-542.6pp | 116.85%-104.3pp |
| Employer contribution / active EE | $5,229 | $3,915+33.6% | $6,162-15.1% | $2,427+115.4% |
| Participant deferral / active EE | $6,774 | $6,395+5.9% | $8,221-17.6% | $4,046+67.4% |
| Admin fee / account holder | $25 | $651-96.2% | $12,045-99.8% | $626-96.1% |