Filed November 26, 2019 (most recent of 2 filings on file)
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 year Service code 13 · EIN 27-2037969 | Contract Administrator | $5,398 |
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 | $114,761 | $94,529+21.4% | $140,016-18.0% | $64,186+78.8% |
| Participation rate | 98.9% | 84.1%+14.8pp | 87.5%+11.4pp | 69.6%+29.3pp |
| Annual return | -5.99% | 7.77%-13.8pp | 651.12%-657.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $4,100 | $3,812+7.6% | $5,606-26.9% | $2,381+72.2% |
| Participant deferral / active EE | $9,984 | $5,250+90.2% | $6,927+44.1% | $3,470+187.8% |
| Admin fee / account holder | $40 | $6,741-99.4% | $10,705-99.6% | $4,888-99.2% |