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.2 years Service code 12 · EIN 27-2037969 | Claims processing; Float revenue; Rec... | $42,295 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $17,727 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $124,324 | $52,670+136.0% | $90,404+37.5% | $73,409+69.4% |
| Participation rate | 87.7% | 67.7%+20.1pp | 72.7%+15.1pp | 72.2%+15.6pp |
| Annual return | 14.07% | 20.70%-6.6pp | 1293.02%-1278.9pp | 59.29%-45.2pp |
| Employer contribution / active EE | $3,968 | $1,872+112.0% | $3,262+21.7% | $2,234+77.7% |
| Participant deferral / active EE | $8,319 | $2,807+196.4% | $3,963+109.9% | $3,805+118.6% |
| Admin fee / account holder | $105 | $117-9.7% | $5,611-98.1% | $158-33.2% |