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.3 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Claims ... | $3,112 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,689 | $39,898-18.1% | $121,196-73.0% | $55,725-41.3% |
| Participation rate | 36.4% | 61.2%-24.9pp | 71.7%-35.4pp | 70.9%-34.5pp |
| Annual return | -6.45% | -0.96%-5.5pp | 16.93%-23.4pp | 244.93%-251.4pp |
| Employer contribution / active EE | $416 | $1,295-67.9% | $4,022-89.7% | $2,078-80.0% |
| Participant deferral / active EE | $1,828 | $2,439-25.0% | $3,344-45.3% | $3,356-45.5% |
| Admin fee / account holder | $16 | $95-82.9% | $5,019-99.7% | $115-85.9% |