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.2 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $48,157 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (directed); Claims processing... | $8,393 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,211 | $71,666-56.5% | $117,854-73.5% | $69,631-55.2% |
| Participation rate | 94.8% | 77.5%+17.2pp | 79.7%+15.1pp | 70.7%+24.1pp |
| Annual return | 18.53% | 18.86%-0.3pp | 335.08%-316.6pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $3,962 | $1,889+109.8% | $3,786+4.7% | $2,032+95.0% |
| Participant deferral / active EE | $7,198 | $3,340+115.5% | $4,482+60.6% | $3,224+123.3% |
| Admin fee / account holder | $97 | $120-19.8% | $8,020-98.8% | $110-12.6% |