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.7 years Service code 15 · EIN 27-2037969 | Recordkeeping | $29,235 |
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 | $151,447 | $80,724+87.6% | $103,333+46.6% | $74,495+103.3% |
| Participation rate | 96.8% | 65.7%+31.1pp | 74.5%+22.3pp | 67.2%+29.6pp |
| Annual return | 22.93% | 27.56%-4.6pp | 24.88%-2.0pp | 1364.94%-1342.0pp |
| Employer contribution / active EE | $3,110 | $3,157-1.5% | $3,868-19.6% | $2,623+18.6% |
| Participant deferral / active EE | $11,055 | $3,860+186.4% | $5,057+118.6% | $4,346+154.4% |
| Admin fee / account holder | $189 | $2,368-92.0% | $8,355-97.7% | $1,942-90.3% |