Filed January 9, 2013
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.2 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $22,728 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,743 | $46,292-61.7% | $143,757-87.7% | $64,808-72.6% |
| Participation rate | 68.5% | 64.2%+4.3pp | 80.3%-11.8pp | 71.5%-3.0pp |
| Annual return | -15.12% | -10.05%-5.1pp | -0.04%-15.1pp | 32.82%-47.9pp |
| Employer contribution / active EE | $2,531 | $1,910+32.6% | $4,951-48.9% | $2,506+1.0% |
| Participant deferral / active EE | $1,872 | $2,646-29.3% | $5,637-66.8% | $4,310-56.6% |
| Admin fee / account holder | $93 | $154-39.6% | $14,673-99.4% | $188-50.6% |