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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 | $19,323 |
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 | $25,609 | $54,237-52.8% | $90,281-71.6% | $67,579-62.1% |
| Participation rate | 74.8% | 68.6%+6.2pp | 73.3%+1.6pp | 71.3%+3.6pp |
| Annual return | 28.50% | 37.27%-8.8pp | 78.10%-49.6pp | 378.56%-350.1pp |
| Employer contribution / active EE | $477 | $1,846-74.1% | $2,854-83.3% | $2,148-77.8% |
| Participant deferral / active EE | $3,324 | $2,625+26.6% | $3,885-14.5% | $3,539-6.1% |
| Admin fee / account holder | $48 | $123-61.0% | $5,351-99.1% | $142-66.2% |