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.3 years Filed as: NEWPORT GROUP INC. Service code 12 · EIN 27-2037969 | Participant loan processing; Recordke... | $8,988 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,490 | $74,706+47.9% | $75,696+46.0% | $79,386+39.2% |
| Participation rate | 95.3% | 75.3%+19.9pp | 74.8%+20.4pp | 70.7%+24.6pp |
| Annual return | 14.39% | 18.52%-4.1pp | 104.53%-90.1pp | 116.85%-102.5pp |
| Employer contribution / active EE | $6,512 | $2,590+151.5% | $2,743+137.4% | $2,427+168.3% |
| Participant deferral / active EE | $8,376 | $3,533+137.1% | $3,821+119.2% | $4,046+107.1% |
| Admin fee / account holder | $41 | $374-89.0% | $3,619-98.9% | $626-93.4% |