Filed December 5, 2019 (most recent of 3 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.5+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $14,682 |
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 | $70,700 | $51,620+37.0% | $90,281-21.7% | $65,185+8.5% |
| Participation rate | 78.4% | 68.6%+9.8pp | 73.3%+5.1pp | 70.2%+8.2pp |
| Annual return | 22.51% | 24.94%-2.4pp | 78.10%-55.6pp | 29.38%-6.9pp |
| Employer contribution / active EE | $4,030 | $2,235+80.3% | $2,854+41.2% | $2,177+85.2% |
| Participant deferral / active EE | $7,486 | $2,871+160.8% | $3,885+92.7% | $3,514+113.0% |
| Admin fee / account holder | $49 | $384-87.2% | $5,351-99.1% | $847-94.2% |