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.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $7,958 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,987 | $102,553+33.6% | $151,611-9.6% | $66,914+104.7% |
| Participation rate | 98.1% | 85.5%+12.6pp | 87.5%+10.6pp | 69.8%+28.3pp |
| Annual return | -14.23% | -10.82%-3.4pp | 3.33%-17.6pp | 1.58%-15.8pp |
| Employer contribution / active EE | $7,829 | $4,180+87.3% | $6,166+27.0% | $2,544+207.7% |
| Participant deferral / active EE | $12,542 | $6,641+88.9% | $8,363+50.0% | $4,237+196.0% |
| Admin fee / account holder | $49 | $630-92.3% | $11,616-99.6% | $593-91.8% |