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.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $3,810 |
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 | $81,013 | $55,453+46.1% | $170,442-52.5% | $62,292+30.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.24% | 21.38%-4.1pp | 205.93%-188.7pp | 28.90%-11.7pp |
| Employer contribution / active EE | $3,158 | $2,164+46.0% | $5,433-41.9% | $2,042+54.6% |
| Participant deferral / active EE | $5,539 | $2,303+140.5% | $4,939+12.1% | $3,169+74.8% |
| Admin fee / account holder | $22 | $455-95.3% | $13,880-99.8% | $479-95.5% |