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 Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $39,911 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $175,698 | $99,957+75.8% | $149,696+17.4% | $73,488+139.1% |
| Participation rate | 80.5% | 75.7%+4.8pp | 82.5%-2.0pp | 70.7%+9.8pp |
| Annual return | 21.18% | 53.87%-32.7pp | 276.60%-255.4pp | 28.51%-7.3pp |
| Employer contribution / active EE | $4,202 | $3,191+31.7% | $4,644-9.5% | $2,270+85.1% |
| Participant deferral / active EE | $10,190 | $6,073+67.8% | $6,842+48.9% | $3,740+172.5% |
| Admin fee / account holder | $173 | $551-68.6% | $9,309-98.1% | $513-66.3% |