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.4 years Filed as: NEWPORT GROUP INC. Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $7,851 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,289 | $60,989+46.4% | $60,874+46.7% | $66,914+33.4% |
| Participation rate | 98.3% | 74.5%+23.8pp | 73.1%+25.2pp | 69.8%+28.5pp |
| Annual return | -16.34% | -9.60%-6.7pp | 16.90%-33.2pp | 1.58%-17.9pp |
| Employer contribution / active EE | $6,497 | $2,661+144.2% | $2,701+140.5% | $2,544+155.4% |
| Participant deferral / active EE | $8,510 | $3,615+135.4% | $3,817+123.0% | $4,237+100.8% |
| Admin fee / account holder | $35 | $338-89.5% | $3,224-98.9% | $593-94.0% |