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.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $22,100 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,537 | $95,416-70.1% | $185,823-84.6% | $85,850-66.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.20% | 23.59%-10.4pp | 122.05%-108.8pp | 318.53%-305.3pp |
| Employer contribution / active EE | $2,444 | $3,314-26.2% | $5,167-52.7% | $2,565-4.7% |
| Participant deferral / active EE | $1,903 | $3,423-44.4% | $5,568-65.8% | $3,952-51.8% |
| Admin fee / account holder | $217 | $7,213-97.0% | $16,237-98.7% | $6,260-96.5% |