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.4 years Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping fees... | $30,782 |
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 | $24,650 | $50,815-51.5% | $155,509-84.1% | $77,643-68.3% |
| Participation rate | 69.3% | 63.1%+6.1pp | 78.2%-8.9pp | 70.6%-1.3pp |
| Annual return | 12.80% | 34.80%-22.0pp | 64.67%-51.9pp | 31.24%-18.4pp |
| Employer contribution / active EE | $2,807 | $1,993+40.8% | $4,672-39.9% | $2,726+3.0% |
| Participant deferral / active EE | $2,453 | $2,822-13.1% | $5,626-56.4% | $4,647-47.2% |
| Admin fee / account holder | $88 | $437-79.8% | $15,912-99.4% | $430-79.5% |