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 Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $51,388 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,782 | $104,475+81.7% | $159,436+19.0% | $79,386+139.1% |
| Participation rate | 82.3% | 76.6%+5.7pp | 82.8%-0.5pp | 70.7%+11.6pp |
| Annual return | 14.96% | 67.95%-53.0pp | 263.57%-248.6pp | 116.85%-101.9pp |
| Employer contribution / active EE | $3,996 | $3,417+17.0% | $4,829-17.3% | $2,427+64.6% |
| Participant deferral / active EE | $10,791 | $6,467+66.8% | $7,352+46.8% | $4,046+166.7% |
| Admin fee / account holder | $210 | $711-70.5% | $10,799-98.1% | $626-66.5% |