Filed August 21, 2006
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 15 · EIN 27-2037969 | Recordkeeping | $67,918 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,974 | $91,372+43.3% | $129,995+0.8% | $74,419+76.0% |
| Participation rate | 97.2% | 77.8%+19.5pp | 78.5%+18.8pp | 70.7%+26.5pp |
| Annual return | 14.90% | 23.21%-8.3pp | -137.18%+152.1pp | 34.38%-19.5pp |
| Employer contribution / active EE | $7,060 | $2,563+175.4% | $4,320+63.4% | $2,637+167.7% |
| Participant deferral / active EE | $10,391 | $4,721+120.1% | $5,820+78.5% | $4,528+129.5% |
| Admin fee / account holder | $210 | $283-26.0% | $10,614-98.0% | $348-39.7% |