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.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $49,987 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $134,470 | $81,474+65.0% | $133,956+0.4% | $73,488+83.0% |
| Participation rate | 90.8% | 76.4%+14.4pp | 79.8%+10.9pp | 70.7%+20.1pp |
| Annual return | 18.59% | 19.40%-0.8pp | 45.09%-26.5pp | 28.51%-9.9pp |
| Employer contribution / active EE | $1,505 | $2,209-31.9% | $3,919-61.6% | $2,270-33.7% |
| Participant deferral / active EE | $5,609 | $3,786+48.1% | $5,048+11.1% | $3,740+50.0% |
| Admin fee / account holder | $279 | $713-60.8% | $8,927-96.9% | $513-45.6% |