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 13 · EIN 27-2037969 | Contract Administrator | $134,452 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,179 | $127,481-34.0% | $149,696-43.8% | $90,288-6.8% |
| Participation rate | 99.7% | 78.2%+21.5pp | 82.5%+17.3pp | 73.4%+26.4pp |
| Annual return | 21.52% | 57.78%-36.3pp | 276.60%-255.1pp | 53.97%-32.4pp |
| Employer contribution / active EE | $3,754 | $3,448+8.9% | $4,644-19.2% | $2,524+48.7% |
| Participant deferral / active EE | $6,630 | $6,975-4.9% | $6,842-3.1% | $4,232+56.7% |
| Admin fee / account holder | $91 | $152-40.3% | $9,309-99.0% | $114-20.6% |