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.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $46,212 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,687 | $150,818+1.2% | $100,391+52.1% | - |
| Participation rate | 89.6% | 67.3%+22.2pp | 81.5%+8.1pp | - |
| Annual return | 18.46% | 14.05%+4.4pp | 49.20%-30.7pp | - |
| Employer contribution / active EE | $12,098 | $2,537+376.9% | $3,942+206.9% | - |
| Participant deferral / active EE | $8,613 | $4,233+103.5% | $8,082+6.6% | - |
| Admin fee / account holder | $133 | $25,214-99.5% | $7,899-98.3% | - |