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.6 years Service code 13 · EIN 27-2037969 | Contract Administrator | $13,864 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,161 | $84,487-19.3% | $125,339-45.6% | $66,914+1.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -15.03% | -8.39%-6.6pp | 572.05%-587.1pp | 1.58%-16.6pp |
| Employer contribution / active EE | $4,481 | $3,553+26.1% | $4,814-6.9% | $2,544+76.1% |
| Participant deferral / active EE | $7,696 | $6,781+13.5% | $7,446+3.3% | $4,237+81.6% |
| Admin fee / account holder | $52 | $685-92.4% | $10,010-99.5% | $593-91.2% |