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.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Sub-transfer agency fees; Recordkeepi... | $62,019 |
RELIANCE TRUST COMPANY1+ years Service code 12 · EIN 58-1428634 | Trustee (bank, trust company, or simi... | $12,525 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,086 | $72,770-27.0% | $67,652-21.5% | $55,191-3.8% |
| Participation rate | 98.2% | 78.8%+19.5pp | 75.7%+22.6pp | 69.2%+29.1pp |
| Annual return | 1.11% | -3.26%+4.4pp | 6625.04%-6623.9pp | 10.78%-9.7pp |
| Employer contribution / active EE | $2,128 | $1,769+20.3% | $2,266-6.1% | $1,899+12.1% |
| Participant deferral / active EE | $2,861 | $3,408-16.0% | $3,560-19.6% | $3,046-6.1% |
| Admin fee / account holder | $78 | $79-0.7% | $4,821-98.4% | $91-13.8% |