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.4+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $57,013 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,158 | $55,449+232.1% | $83,848+119.6% | $56,287+227.2% |
| Participation rate | 95.8% | 68.0%+27.8pp | 76.1%+19.7pp | 69.9%+25.9pp |
| Annual return | -2.71% | -1.38%-1.3pp | 850.88%-853.6pp | -9.96%+7.2pp |
| Employer contribution / active EE | $9,440 | $2,430+288.4% | $3,631+160.0% | $2,111+347.2% |
| Participant deferral / active EE | $9,367 | $2,935+219.1% | $4,082+129.5% | $3,350+179.6% |
| Admin fee / account holder | $370 | $656-43.6% | $5,478-93.2% | $521-28.9% |