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.2 years Filed as: NEWPORT GROUP INC. Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $7,301 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,584 | $49,227+102.3% | $70,449+41.4% | $79,858+24.7% |
| Participation rate | 94.7% | 69.2%+25.6pp | 75.1%+19.7pp | 69.6%+25.1pp |
| Annual return | 16.13% | 30.06%-13.9pp | 109.03%-92.9pp | 31.71%-15.6pp |
| Employer contribution / active EE | $5,779 | $2,099+175.4% | $2,737+111.2% | $2,471+133.9% |
| Participant deferral / active EE | $7,160 | $2,768+158.7% | $3,709+93.1% | $3,740+91.4% |
| Admin fee / account holder | $40 | $2,878-98.6% | $3,845-99.0% | $5,306-99.2% |