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.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $54,806 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $22,327 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,793 | $111,608+15.4% | $177,821-27.6% | $73,409+75.4% |
| Participation rate | 95.3% | 87.9%+7.4pp | 87.7%+7.6pp | 72.2%+23.1pp |
| Annual return | 24.09% | 18.23%+5.9pp | 48.32%-24.2pp | 59.29%-35.2pp |
| Employer contribution / active EE | $2,888 | $3,796-23.9% | $5,918-51.2% | $2,234+29.3% |
| Participant deferral / active EE | $6,564 | $6,199+5.9% | $7,714-14.9% | $3,805+72.5% |
| Admin fee / account holder | $80 | $166-51.5% | $12,427-99.4% | $158-49.1% |