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.6+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $15,719 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,519 | $66,124+21.8% | $90,404-10.9% | $73,488+9.6% |
| Participation rate | 86.9% | 69.7%+17.2pp | 72.7%+14.2pp | 70.7%+16.2pp |
| Annual return | 15.45% | 17.65%-2.2pp | 1293.02%-1277.6pp | 28.51%-13.1pp |
| Employer contribution / active EE | $4,335 | $2,346+84.7% | $3,262+32.9% | $2,270+91.0% |
| Participant deferral / active EE | $7,864 | $3,039+158.8% | $3,963+98.4% | $3,740+110.3% |
| Admin fee / account holder | $51 | $396-87.1% | $5,611-99.1% | $513-90.0% |