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 Filed as: NEWPORT GROUP INC. Service code 15 · EIN 27-2037969 | Recordkeeping | $15,826 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,136,045 | $93,182+3265.5% | $146,665+2038.2% | $79,386+3850.4% |
| Participation rate | 0.0% | 76.4%-76.4pp | 80.1%-80.1pp | 70.7%-70.7pp |
| Annual return | 17.17% | 21.61%-4.4pp | 22.74%-5.6pp | 116.85%-99.7pp |
| Employer contribution / active EE | $3,128 | $2,420+29.3% | $4,136-24.4% | $2,427+28.9% |
| Participant deferral / active EE | $7,855 | $4,169+88.4% | $5,506+42.7% | $4,046+94.2% |
| Admin fee / account holder | $2,638 | $585+350.9% | $10,280-74.3% | $626+321.1% |