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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.
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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.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $44,147 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $135,193 | $99,957+35.3% | $149,696-9.7% | $73,488+84.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 9.58% | 53.87%-44.3pp | 276.60%-267.0pp | 28.51%-18.9pp |
| Employer contribution / active EE | $2,970 | $3,191-6.9% | $4,644-36.1% | $2,270+30.8% |
| Participant deferral / active EE | $7,424 | $6,073+22.3% | $6,842+8.5% | $3,740+98.5% |
| Admin fee / account holder | $266 | $551-51.7% | $9,309-97.1% | $513-48.2% |