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.7+ years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Recordk... | $5,545 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,157 | $102,553+7.4% | $151,611-27.3% | $66,914+64.6% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -14.32% | -10.82%-3.5pp | 3.33%-17.6pp | 1.58%-15.9pp |
| Employer contribution / active EE | $5,090 | $4,180+21.8% | $6,166-17.5% | $2,544+100.1% |
| Participant deferral / active EE | $7,130 | $6,641+7.4% | $8,363-14.8% | $4,237+68.3% |
| Admin fee / account holder | $21 | $630-96.7% | $11,616-99.8% | $593-96.5% |