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.5+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $10,118 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,206 | $62,928-74.2% | $172,739-90.6% | $67,579-76.0% |
| Participation rate | 71.0% | 64.5%+6.5pp | 82.6%-11.6pp | 71.3%-0.3pp |
| Annual return | 23.81% | 30.36%-6.5pp | 802.84%-779.0pp | 378.56%-354.7pp |
| Employer contribution / active EE | $1,363 | $1,636-16.7% | $5,143-73.5% | $2,148-36.5% |
| Participant deferral / active EE | $2,523 | $2,145+17.7% | $5,198-51.4% | $3,539-28.7% |
| Admin fee / account holder | $28 | $167-83.2% | $13,954-99.8% | $142-80.3% |