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.7+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $12,257 |
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 | $40,564 | $56,485-28.2% | $185,823-78.2% | $86,799-53.3% |
| Participation rate | 70.7% | 65.5%+5.2pp | 81.7%-11.0pp | 72.3%-1.6pp |
| Annual return | 12.96% | 118.04%-105.1pp | 122.05%-109.1pp | 97.91%-84.9pp |
| Employer contribution / active EE | $1,073 | $1,843-41.8% | $5,167-79.2% | $2,405-55.4% |
| Participant deferral / active EE | $3,192 | $2,553+25.0% | $5,568-42.7% | $4,131-22.7% |
| Admin fee / account holder | $29 | $150-80.4% | $16,237-99.8% | $170-82.7% |