See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP INC. Service code 15 · EIN 27-2037969 | Recordkeeping | $18,114 |
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 | $113,819 | $81,474+39.7% | $133,956-15.0% | $73,488+54.9% |
| Participation rate | 93.5% | 76.4%+17.1pp | 79.8%+13.7pp | 70.7%+22.8pp |
| Annual return | 16.19% | 19.40%-3.2pp | 45.09%-28.9pp | 28.51%-12.3pp |
| Employer contribution / active EE | $2,163 | $2,209-2.1% | $3,919-44.8% | $2,270-4.7% |
| Participant deferral / active EE | $5,595 | $3,786+47.8% | $5,048+10.8% | $3,740+49.6% |
| Admin fee / account holder | $130 | $713-81.7% | $8,927-98.5% | $513-74.6% |