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 15 · EIN 27-2037969 | Recordkeeping | $44,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $114,656 | $54,121+111.9% | $134,143-14.5% | $73,409+56.2% |
| Participation rate | 30.9% | 64.4%-33.4pp | 72.2%-41.2pp | 72.2%-41.2pp |
| Annual return | 17.22% | -312.52%+329.7pp | 36.33%-19.1pp | 59.29%-42.1pp |
| Employer contribution / active EE | $549 | $1,402-60.8% | $3,704-85.2% | $2,234-75.4% |
| Participant deferral / active EE | $1,762 | $2,844-38.1% | $3,499-49.6% | $3,805-53.7% |
| Admin fee / account holder | $244 | $132+84.5% | $6,684-96.3% | $158+54.7% |