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 Filed as: NEWPORT GROUP. INC Service code 12 · EIN 27-2037969 | Recordkeeping fees; Participant loan ... | $77,517 |
Service code 27 35 EAST WACKER DRIVE · CHICAGO, IL 60601 | Advisory (Plan) | $19,734 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP, INC Service code 15 | Recordkeeping | $13,403 |
HUNGERFORD NICHOLS6+ years Service code 10 · EIN 38-2184825 | Accounting | $10,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,969 | $54,121-50.2% | $134,143-79.9% | $73,409-63.3% |
| Participation rate | 64.4% | 64.4%+0.1pp | 72.2%-7.7pp | 72.2%-7.7pp |
| Annual return | 8.11% | -312.52%+320.6pp | 36.33%-28.2pp | 59.29%-51.2pp |
| Employer contribution / active EE | $886 | $1,402-36.8% | $3,704-76.1% | $2,234-60.3% |
| Participant deferral / active EE | $1,429 | $2,844-49.8% | $3,499-59.2% | $3,805-62.5% |
| Admin fee / account holder | $221 | $132+66.9% | $6,684-96.7% | $158+39.9% |