See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Service code 19 · EIN 27-2037969 | Securities Custodian | $24,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,707 | $48,313-40.6% | $73,307-60.8% | $52,331-45.1% |
| Participation rate | 68.5% | 68.6%-0.1pp | 74.9%-6.4pp | 68.1%+0.4pp |
| Annual return | -1.12% | 3.85%-5.0pp | 5.67%-6.8pp | 4.54%-5.7pp |
| Employer contribution / active EE | $938 | $1,661-43.5% | $3,237-71.0% | $1,882-50.1% |
| Participant deferral / active EE | $2,033 | $4,189-51.5% | $4,991-59.3% | $3,022-32.7% |
| Admin fee / account holder | $148 | $404-63.4% | $5,637-97.4% | $592-75.0% |