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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.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $110,812 |
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 | $92,107 | $88,122+4.5% | $141,162-34.8% | $67,579+36.3% |
| Participation rate | 93.2% | 76.5%+16.8pp | 82.5%+10.8pp | 71.3%+22.0pp |
| Annual return | 28.20% | 75.40%-47.2pp | 71.39%-43.2pp | 378.56%-350.4pp |
| Employer contribution / active EE | $1,425 | $3,224-55.8% | $4,735-69.9% | $2,148-33.6% |
| Participant deferral / active EE | $10,186 | $5,958+71.0% | $6,709+51.8% | $3,539+187.8% |
| Admin fee / account holder | $265 | $131+102.6% | $10,261-97.4% | $142+86.4% |