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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.
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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.6+ years Filed as: THE NEWPORT GROUP, INC. Service code 15 · EIN 62-1868111 13925 BALLANTYNE CORPORATE PLAZA · CHARLOTTE, NC 28277 | Recordkeeping | $72,887 |
PATHWAY FINANCIAL ADVISORS, LLC6+ years Service code 28 · EIN 20-0140604 110 MAIN STREET, #401 · BURLINGTON, VT 05401 | Investment Management | $58,856 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,128 | $78,781-33.8% | $100,516-48.1% | $73,409-29.0% |
| Participation rate | 73.0% | 80.0%-7.0pp | 79.4%-6.4pp | 72.2%+0.8pp |
| Annual return | 27.59% | 31.69%-4.1pp | 30.89%-3.3pp | 59.29%-31.7pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $3,418-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,126 | $6,537-67.5% | $6,270-66.1% | $3,805-44.1% |
| Admin fee / account holder | $352 | $145+142.0% | $8,081-95.6% | $158+122.8% |