See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP, INC Service code 15 · EIN 27-2037969 35 IRON POINT CIRCLE · FOLSOM, CA 95630 | Recordkeeping | $31,018 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,354 | $58,879-82.4% | $178,490-94.2% | $73,488-85.9% |
| Participation rate | 93.5% | 66.2%+27.3pp | 81.9%+11.6pp | 70.7%+22.9pp |
| Annual return | 24.03% | 24.86%-0.8pp | 151.07%-127.0pp | 28.51%-4.5pp |
| Employer contribution / active EE | $1,469 | $2,236-34.3% | $5,011-70.7% | $2,270-35.3% |
| Participant deferral / active EE | $2,445 | $2,567-4.8% | $5,202-53.0% | $3,740-34.6% |
| Admin fee / account holder | $102 | $400-74.6% | $13,984-99.3% | $513-80.1% |