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 | $112,140 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $8,310 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,088 | $105,581-88.6% | $70,449-82.8% | $90,288-86.6% |
| Participation rate | 98.6% | 77.5%+21.1pp | 75.1%+23.6pp | 73.4%+25.3pp |
| Annual return | 17.96% | 14.78%+3.2pp | 109.03%-91.1pp | 53.97%-36.0pp |
| Employer contribution / active EE | $636 | $3,304-80.7% | $2,737-76.8% | $2,524-74.8% |
| Participant deferral / active EE | $2,153 | $3,813-43.5% | $3,709-42.0% | $4,232-49.1% |
| Admin fee / account holder | $56 | $68-16.8% | $3,845-98.5% | $114-50.7% |