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 TRUST COMPANY Service code 13 · EIN 27-2037969 1350 TREAT BLVD. · WALNUT CREEK, CA 94597 | Contract Administrator | $6,067 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,519 | $64,119+142.5% | $112,228+38.6% | $66,914+132.4% |
| Participation rate | 80.8% | 68.5%+12.3pp | 75.1%+5.7pp | 69.8%+11.0pp |
| Annual return | -14.62% | -13.81%-0.8pp | 27.45%-42.1pp | 1.58%-16.2pp |
| Employer contribution / active EE | $5,052 | $3,005+68.1% | $3,635+39.0% | $2,544+98.6% |
| Participant deferral / active EE | $7,255 | $3,693+96.4% | $4,728+53.4% | $4,237+71.2% |
| Admin fee / account holder | $83 | $625-86.7% | $6,410-98.7% | $593-86.0% |