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.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $6,894 |
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 | $72,279 | $47,977+50.7% | $154,107-53.1% | $56,287+28.4% |
| Participation rate | 94.8% | 66.2%+28.7pp | 83.0%+11.8pp | 69.9%+25.0pp |
| Annual return | -5.38% | 3.54%-8.9pp | 735.12%-740.5pp | -9.96%+4.6pp |
| Employer contribution / active EE | $3,640 | $2,169+67.8% | $5,298-31.3% | $2,111+72.4% |
| Participant deferral / active EE | $6,422 | $2,392+168.5% | $5,081+26.4% | $3,350+91.7% |
| Admin fee / account holder | $35 | $438-92.0% | $13,411-99.7% | $521-93.2% |