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.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $24,570 |
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 | $57,419 | $52,293+9.8% | $178,490-67.8% | $73,409-21.8% |
| Participation rate | 72.0% | 65.3%+6.6pp | 81.9%-10.0pp | 72.2%-0.2pp |
| Annual return | 22.91% | 34.75%-11.8pp | 151.07%-128.2pp | 59.29%-36.4pp |
| Employer contribution / active EE | $3,211 | $1,735+85.0% | $5,011-35.9% | $2,234+43.8% |
| Participant deferral / active EE | $3,873 | $2,332+66.1% | $5,202-25.5% | $3,805+1.8% |
| Admin fee / account holder | $77 | $127-39.9% | $13,984-99.5% | $158-51.5% |