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.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $5,913 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,867 | $137,414+25.1% | $189,513-9.3% | $85,850+100.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 14.63% | 38.14%-23.5pp | 555.15%-540.5pp | 318.53%-303.9pp |
| Employer contribution / active EE | $6,884 | $4,344+58.5% | $6,162+11.7% | $2,565+168.4% |
| Participant deferral / active EE | $12,277 | $6,260+96.1% | $8,221+49.3% | $3,952+210.7% |
| Admin fee / account holder | $41 | $8,630-99.5% | $12,045-99.7% | $6,260-99.3% |