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.9+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $6,455 |
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 | $135,241 | $122,239+10.6% | $184,203-26.6% | $74,495+81.5% |
| Participation rate | 97.8% | 85.5%+12.3pp | 86.8%+10.9pp | 67.2%+30.6pp |
| Annual return | 11.61% | 19.95%-8.3pp | 28.81%-17.2pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $5,231 | $4,537+15.3% | $6,427-18.6% | $2,623+99.4% |
| Participant deferral / active EE | $7,726 | $7,139+8.2% | $9,131-15.4% | $4,346+77.8% |
| Admin fee / account holder | $25 | $1,260-98.0% | $13,901-99.8% | $1,942-98.7% |