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.8+ years Service code 12 · EIN 27-2037969 | Claims processing; Sub-transfer agenc... | $6,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,037 | $130,194-5.5% | $169,993-27.6% | $71,457+72.2% |
| Participation rate | 98.9% | 86.1%+12.7pp | 87.0%+11.9pp | 67.9%+30.9pp |
| Annual return | 15.84% | 20.37%-4.5pp | 53.37%-37.5pp | 28.85%-13.0pp |
| Employer contribution / active EE | $5,166 | $4,381+17.9% | $6,785-23.9% | $2,588+99.7% |
| Participant deferral / active EE | $7,403 | $6,923+6.9% | $10,408-28.9% | $4,289+72.6% |
| Admin fee / account holder | $23 | $966-97.7% | $12,815-99.8% | $1,587-98.6% |