Filed February 21, 2018 (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.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $93,937 |
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 | $217,227 | $89,808+141.9% | $100,391+116.4% | $77,643+179.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 81.5%+18.5pp | 70.6%+29.4pp |
| Annual return | 14.00% | 20.62%-6.6pp | 49.20%-35.2pp | 31.24%-17.2pp |
| Employer contribution / active EE | $5,420 | $3,039+78.3% | $3,942+37.5% | $2,726+98.8% |
| Participant deferral / active EE | $9,802 | $8,284+18.3% | $8,082+21.3% | $4,647+110.9% |
| Admin fee / account holder | $163 | $174-6.3% | $7,899-97.9% | $430-62.0% |