Filed June 20, 2013 (most recent of 2 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.1+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $3,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,130 | $50,464+322.3% | $75,781+181.2% | $52,331+307.3% |
| Participation rate | 87.1% | 66.8%+20.4pp | 75.8%+11.3pp | 68.1%+19.0pp |
| Annual return | -1.48% | 1.03%-2.5pp | 9.68%-11.2pp | 4.54%-6.0pp |
| Employer contribution / active EE | $6,825 | $1,988+243.2% | $3,323+105.4% | $1,882+262.7% |
| Participant deferral / active EE | $6,859 | $2,570+166.8% | $3,651+87.8% | $3,022+127.0% |
| Admin fee / account holder | $140 | $1,103-87.3% | $5,299-97.4% | $592-76.4% |