See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT GROUP,INC. Service code 13 · EIN 27-2037969 | Contract Administrator | $7,452 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,565 | $46,100+14.0% | $86,590-39.3% | $69,631-24.5% |
| Participation rate | 28.5% | 67.2%-38.6pp | 73.5%-45.0pp | 70.7%-42.1pp |
| Annual return | 18.46% | 21.02%-2.6pp | 964.84%-946.4pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $261 | $1,850-85.9% | $2,839-90.8% | $2,032-87.2% |
| Participant deferral / active EE | $681 | $2,432-72.0% | $3,609-81.1% | $3,224-78.9% |
| Admin fee / account holder | $45 | $94-52.0% | $4,906-99.1% | $110-59.2% |