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.2 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $28,836 |
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $9,875 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $91,538 | $55,214+65.8% | $104,607-12.5% | $73,488+24.6% |
| Participation rate | 56.6% | 67.8%-11.2pp | 74.1%-17.4pp | 70.7%-14.0pp |
| Annual return | 14.23% | 24.79%-10.6pp | 340.46%-326.2pp | 28.51%-14.3pp |
| Employer contribution / active EE | $1,193 | $1,468-18.7% | $2,681-55.5% | $2,270-47.5% |
| Participant deferral / active EE | $4,451 | $2,925+52.2% | $3,740+19.0% | $3,740+19.0% |
| Admin fee / account holder | $478 | $424+12.8% | $6,473-92.6% | $513-6.9% |