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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.
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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.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $43,565 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,784 | $61,156-26.8% | $185,823-75.9% | $79,386-43.6% |
| Participation rate | 51.0% | 66.6%-15.6pp | 81.7%-30.7pp | 70.7%-19.7pp |
| Annual return | 14.91% | 19.45%-4.5pp | 122.05%-107.1pp | 116.85%-101.9pp |
| Employer contribution / active EE | $1,519 | $2,321-34.5% | $5,167-70.6% | $2,427-37.4% |
| Participant deferral / active EE | $2,932 | $2,789+5.1% | $5,568-47.3% | $4,046-27.5% |
| Admin fee / account holder | $303 | $710-57.4% | $16,237-98.1% | $626-51.7% |