Filed July 17, 2019 (most recent of 2 filings on file)
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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.8 years Service code 13 · EIN 27-2037969 | Contract Administrator | $50,998 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (individual); Trustee (bank, ... | $13,578 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,800 | $50,820+230.2% | $155,567+7.9% | $77,671+116.0% |
| Participation rate | 87.7% | 63.1%+24.5pp | 78.2%+9.5pp | 70.6%+17.1pp |
| Annual return | 11.10% | 34.85%-23.7pp | 64.74%-53.6pp | 31.21%-20.1pp |
| Employer contribution / active EE | $3,227 | $1,993+62.0% | $4,674-31.0% | $2,726+18.4% |
| Participant deferral / active EE | $6,107 | $2,823+116.3% | $5,628+8.5% | $4,648+31.4% |
| Admin fee / account holder | $121 | $436-72.2% | $15,916-99.2% | $430-71.8% |