See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $21,352 |
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $19,321 |
Service code 28 135 HIGH STREET · ELLSWORTH, ME 04605 | Investment Management | $15,857 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,287 | $102,553-40.2% | $151,611-59.6% | $66,914-8.4% |
| Participation rate | 67.1% | 85.5%-18.4pp | 87.5%-20.4pp | 69.8%-2.7pp |
| Annual return | -16.15% | -10.82%-5.3pp | 3.33%-19.5pp | 1.58%-17.7pp |
| Employer contribution / active EE | $1,894 | $4,180-54.7% | $6,166-69.3% | $2,544-25.6% |
| Participant deferral / active EE | $4,562 | $6,641-31.3% | $8,363-45.5% | $4,237+7.7% |
| Admin fee / account holder | $413 | $630-34.5% | $11,616-96.4% | $593-30.4% |