Filed December 21, 2013
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 year Service code 15 · EIN 27-2037969 | Recordkeeping | $5,085 |
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 | $72,752 | $46,732+55.7% | $156,549-53.5% | $55,167+31.9% |
| Participation rate | 86.5% | 65.8%+20.7pp | 84.0%+2.5pp | 69.0%+17.5pp |
| Annual return | 8.47% | 17.72%-9.2pp | 32.23%-23.8pp | 169.23%-160.8pp |
| Employer contribution / active EE | $2,847 | $2,105+35.2% | $5,501-48.2% | $1,963+45.1% |
| Participant deferral / active EE | $5,540 | $2,204+151.3% | $4,871+13.7% | $3,054+81.4% |
| Admin fee / account holder | $30 | $418-92.7% | $13,027-99.8% | $504-94.0% |