Filed July 23, 2009
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.5+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $9,790 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,722 | $62,928-33.7% | $172,739-75.8% | $67,579-38.3% |
| Participation rate | 64.1% | 64.5%-0.4pp | 82.6%-18.6pp | 71.3%-7.2pp |
| Annual return | 21.39% | 30.36%-9.0pp | 802.84%-781.5pp | 378.56%-357.2pp |
| Employer contribution / active EE | $1,029 | $1,636-37.1% | $5,143-80.0% | $2,148-52.1% |
| Participant deferral / active EE | $3,444 | $2,145+60.6% | $5,198-33.7% | $3,539-2.7% |
| Admin fee / account holder | $29 | $167-82.9% | $13,954-99.8% | $142-79.9% |