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.3+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $17,461 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,836 | $58,726+269.2% | $92,233+135.1% | $62,292+248.1% |
| Participation rate | 88.2% | 68.3%+19.8pp | 76.5%+11.7pp | 69.5%+18.7pp |
| Annual return | 19.72% | 43.62%-23.9pp | 176.28%-156.6pp | 28.90%-9.2pp |
| Employer contribution / active EE | $11,100 | $2,392+364.1% | $3,679+201.7% | $2,042+443.5% |
| Participant deferral / active EE | $8,536 | $2,766+208.6% | $3,897+119.1% | $3,169+169.4% |
| Admin fee / account holder | $127 | $556-77.3% | $5,194-97.6% | $479-73.6% |