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.7 years Service code 13 · EIN 27-2037969 | Contract Administrator | $9,791 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,536 | $122,239+48.5% | $184,203-1.4% | $74,495+143.7% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 14.55% | 19.95%-5.4pp | 28.81%-14.3pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $8,880 | $4,537+95.7% | $6,427+38.2% | $2,623+238.6% |
| Participant deferral / active EE | $13,707 | $7,139+92.0% | $9,131+50.1% | $4,346+215.4% |
| Admin fee / account holder | $55 | $1,260-95.7% | $13,901-99.6% | $1,942-97.2% |