Filed November 10, 2014
Total covered: 6 employees
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.1 year Filed as: NEWPORT GROUP INC. Service code 12 · EIN 27-2037969 | Account maintenance fees; Direct paym... | $7,700 |
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 | $87,106 | $45,073+93.3% | $69,455+25.4% | $72,985+19.3% |
| Participation rate | 92.0% | 68.5%+23.6pp | 74.6%+17.4pp | 69.5%+22.6pp |
| Annual return | 24.66% | 22.65%+2.0pp | 28.97%-4.3pp | 81.00%-56.3pp |
| Employer contribution / active EE | $5,721 | $2,054+178.5% | $2,779+105.9% | $2,440+134.5% |
| Participant deferral / active EE | $6,373 | $2,602+145.0% | $3,535+80.3% | $3,607+76.7% |
| Admin fee / account holder | $44 | $3,056-98.6% | $3,839-98.9% | $5,124-99.2% |