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.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $6,262 |
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 | $87,742 | $52,953+65.7% | $172,739-49.2% | $65,185+34.6% |
| Participation rate | 89.8% | 66.2%+23.6pp | 82.6%+7.1pp | 70.2%+19.6pp |
| Annual return | 22.10% | 30.12%-8.0pp | 802.84%-780.7pp | 29.38%-7.3pp |
| Employer contribution / active EE | $3,771 | $2,190+72.2% | $5,143-26.7% | $2,177+73.3% |
| Participant deferral / active EE | $6,377 | $2,471+158.1% | $5,198+22.7% | $3,514+81.5% |
| Admin fee / account holder | $30 | $472-93.6% | $13,954-99.8% | $847-96.4% |