Filed May 23, 2018 (most recent of 3 filings on file)
Total covered: 7 employees
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.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $209,193 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $20,512 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,556 | $88,515+24.9% | $162,163-31.8% | $67,579+63.6% |
| Participation rate | 89.1% | 86.8%+2.3pp | 87.6%+1.6pp | 71.3%+17.8pp |
| Annual return | 21.26% | 27.04%-5.8pp | 115.59%-94.3pp | 378.56%-357.3pp |
| Employer contribution / active EE | $2,123 | $3,563-40.4% | $5,614-62.2% | $2,148-1.1% |
| Participant deferral / active EE | $5,076 | $5,724-11.3% | $7,298-30.4% | $3,539+43.4% |
| Admin fee / account holder | $109 | $124-12.2% | $10,843-99.0% | $142-23.7% |