Filed October 17, 2023 (most recent of 2 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 13 · EIN 27-2037969 | Contract Administrator | $6,171 |
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 | $60,050 | $80,753-25.6% | $136,294-55.9% | $62,292-3.6% |
| Participation rate | 87.8% | 73.5%+14.2pp | 81.9%+5.8pp | 69.5%+18.3pp |
| Annual return | 22.04% | 35.83%-13.8pp | 5155.94%-5133.9pp | 28.90%-6.9pp |
| Employer contribution / active EE | $2,059 | $2,884-28.6% | $4,695-56.1% | $2,042+0.8% |
| Participant deferral / active EE | $6,023 | $5,164+16.6% | $6,247-3.6% | $3,169+90.1% |
| Admin fee / account holder | $31 | $525-94.1% | $9,243-99.7% | $479-93.6% |