Filed April 16, 2018 (most recent of 3 filings on file)
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.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $23,139 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,876 | $101,317+54.8% | $146,958+6.7% | $74,495+110.6% |
| Participation rate | 83.9% | 75.5%+8.4pp | 82.2%+1.7pp | 67.2%+16.7pp |
| Annual return | 19.81% | 8730.91%-8711.1pp | 418.34%-398.5pp | 1364.94%-1345.1pp |
| Employer contribution / active EE | $582 | $3,810-84.7% | $4,933-88.2% | $2,623-77.8% |
| Participant deferral / active EE | $13,465 | $7,303+84.4% | $8,070+66.9% | $4,346+209.8% |
| Admin fee / account holder | $108 | $1,739-93.8% | $12,998-99.2% | $1,942-94.4% |