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.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $7,165 |
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 | $92,703 | $58,879+57.4% | $178,490-48.1% | $73,488+26.1% |
| Participation rate | 86.3% | 66.2%+20.1pp | 81.9%+4.4pp | 70.7%+15.6pp |
| Annual return | 14.01% | 24.86%-10.8pp | 151.07%-137.1pp | 28.51%-14.5pp |
| Employer contribution / active EE | $4,858 | $2,236+117.3% | $5,011-3.0% | $2,270+114.0% |
| Participant deferral / active EE | $8,658 | $2,567+237.2% | $5,202+66.4% | $3,740+131.5% |
| Admin fee / account holder | $36 | $400-91.0% | $13,984-99.7% | $513-93.0% |