Filed December 21, 1992
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 Filed as: NEWPORT GROUP CONSULTING Service code 27 · EIN 27-3169253 | Advisory (Plan) | $37,882 |
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $10,865 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $456,515 | $81,248+461.9% | $155,509+193.6% | $80,856+464.6% |
| Participation rate | 93.5% | 66.2%+27.2pp | 78.2%+15.3pp | 67.6%+25.8pp |
| Annual return | 13.80% | 33.31%-19.5pp | 64.67%-50.9pp | 35.59%-21.8pp |
| Employer contribution / active EE | $46,595 | $3,100+1402.9% | $4,672+897.2% | $2,755+1591.4% |
| Participant deferral / active EE | $5,531 | $3,452+60.2% | $5,626-1.7% | $4,296+28.7% |
| Admin fee / account holder | $348 | $7,997-95.6% | $15,912-97.8% | $6,918-95.0% |