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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.4 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Custodi... | $22,237 |
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 | $38,823 | $50,982-23.8% | $154,803-74.9% | $85,563-54.6% |
| Participation rate | 88.0% | 59.8%+28.3pp | 78.1%+10.0pp | 66.0%+22.1pp |
| Annual return | 13.41% | 30.35%-16.9pp | 58.88%-45.5pp | 31.51%-18.1pp |
| Employer contribution / active EE | $1,586 | $1,708-7.2% | $4,305-63.2% | $2,654-40.2% |
| Participant deferral / active EE | $2,585 | $2,474+4.5% | $5,540-53.3% | $4,375-40.9% |
| Admin fee / account holder | $31 | $846-96.4% | $14,329-99.8% | $834-96.3% |