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 62-1868111 | Recordkeeping | $38,776 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Direct payment from the plan; Custodi... | $23,336 |
THE ANGELL PENSION GROUP, INC.2+ years Filed as: ANGELL PENSION GROUP Service code 12 · EIN 04-2530412 | Claims processing; Participant loan p... | $8,585 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $91,617 | $36,916+148.2% | $156,549-41.5% | $57,658+58.9% |
| Participation rate | 95.8% | 63.4%+32.3pp | 84.0%+11.8pp | 70.2%+25.5pp |
| Annual return | 11.87% | 12.38%-0.5pp | 32.23%-20.4pp | 5.13%+6.7pp |
| Employer contribution / active EE | $4,277 | $1,571+172.3% | $5,501-22.3% | $1,974+116.7% |
| Participant deferral / active EE | $12,093 | $1,926+528.0% | $4,871+148.3% | $3,061+295.1% |
| Admin fee / account holder | $100 | $82+21.6% | $13,027-99.2% | $95+6.1% |