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 Service code 13 · EIN 27-2037969 | Contract Administrator | $20,578 |
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 | $114,633 | $58,655+95.4% | $91,989+24.6% | $65,185+75.9% |
| Participation rate | 89.4% | 75.3%+14.1pp | 78.6%+10.8pp | 70.2%+19.2pp |
| Annual return | 25.23% | 33.92%-8.7pp | 69.02%-43.8pp | 29.38%-4.2pp |
| Employer contribution / active EE | $9,537 | $2,080+358.4% | $3,452+176.3% | $2,177+338.2% |
| Participant deferral / active EE | $6,342 | $5,474+15.8% | $5,923+7.1% | $3,514+80.5% |
| Admin fee / account holder | $82 | $434-81.0% | $7,743-98.9% | $847-90.3% |