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.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $9,487 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,392 | $104,475-10.6% | $159,436-41.4% | $79,386+17.6% |
| Participation rate | 97.9% | 76.6%+21.3pp | 82.8%+15.1pp | 70.7%+27.2pp |
| Annual return | 17.92% | 67.95%-50.0pp | 263.57%-245.6pp | 116.85%-98.9pp |
| Employer contribution / active EE | $3,142 | $3,417-8.0% | $4,829-34.9% | $2,427+29.4% |
| Participant deferral / active EE | $8,248 | $6,467+27.5% | $7,352+12.2% | $4,046+103.9% |
| Admin fee / account holder | $36 | $711-94.9% | $10,799-99.7% | $626-94.2% |