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.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $5,078 |
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 | $141,015 | $109,359+28.9% | $162,163-13.0% | $72,985+93.2% |
| Participation rate | 97.8% | 84.3%+13.5pp | 87.6%+10.2pp | 69.5%+28.3pp |
| Annual return | 22.55% | 25.46%-2.9pp | 115.59%-93.0pp | 81.00%-58.5pp |
| Employer contribution / active EE | $6,572 | $3,907+68.2% | $5,614+17.1% | $2,440+169.4% |
| Participant deferral / active EE | $10,220 | $5,481+86.5% | $7,298+40.0% | $3,607+183.3% |
| Admin fee / account holder | $37 | $7,972-99.5% | $10,843-99.7% | $5,124-99.3% |