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.1 year Filed as: NEWPORT GROUP INC Service code 15 · EIN 27-2037969 | Recordkeeping | $16,507 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,598 | $63,745+43.7% | $98,442-7.0% | $79,386+15.4% |
| Participation rate | 87.5% | 69.9%+17.6pp | 73.3%+14.2pp | 70.7%+16.8pp |
| Annual return | 14.06% | 625.80%-611.7pp | 1492.73%-1478.7pp | 116.85%-102.8pp |
| Employer contribution / active EE | $5,517 | $2,557+115.8% | $2,960+86.4% | $2,427+127.3% |
| Participant deferral / active EE | $8,848 | $3,303+167.9% | $4,276+106.9% | $4,046+118.7% |
| Admin fee / account holder | $55 | $516-89.3% | $5,949-99.1% | $626-91.2% |