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.4 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $26,007 |
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $7,395 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,110 | $44,642+50.3% | $91,220-26.4% | $66,914+0.3% |
| Participation rate | 60.0% | 64.9%-4.9pp | 73.2%-13.2pp | 69.8%-9.8pp |
| Annual return | -13.16% | -12.29%-0.9pp | 114.01%-127.2pp | 1.58%-14.7pp |
| Employer contribution / active EE | $1,486 | $1,706-12.9% | $2,850-47.9% | $2,544-41.6% |
| Participant deferral / active EE | $4,875 | $3,349+45.6% | $4,234+15.1% | $4,237+15.1% |
| Admin fee / account holder | $327 | $521-37.2% | $5,420-94.0% | $593-44.8% |