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.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $101,498 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $38,561 |
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 | $130,624 | $111,491+17.2% | $189,513-31.1% | $86,799+50.5% |
| Participation rate | 97.1% | 87.3%+9.8pp | 87.8%+9.3pp | 72.3%+24.9pp |
| Annual return | 18.51% | 83.50%-65.0pp | 555.15%-536.6pp | 97.91%-79.4pp |
| Employer contribution / active EE | $2,689 | $3,951-31.9% | $6,162-56.4% | $2,405+11.8% |
| Participant deferral / active EE | $6,053 | $6,437-6.0% | $8,221-26.4% | $4,131+46.5% |
| Admin fee / account holder | $132 | $189-30.2% | $12,045-98.9% | $170-22.3% |