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.5 years Filed as: NEWPORT GROUP, INC Service code 12 · EIN 27-2037969 | Recordkeeping fees; Direct payment fr... | $5,415 |
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 | $59,909 | $73,638-18.6% | $95,952-37.6% | $73,488-18.5% |
| Participation rate | 97.6% | 76.2%+21.4pp | 77.1%+20.5pp | 70.7%+26.9pp |
| Annual return | 13.19% | 16.78%-3.6pp | 91.61%-78.4pp | 28.51%-15.3pp |
| Employer contribution / active EE | $1,315 | $1,863-29.4% | $2,541-48.2% | $2,270-42.1% |
| Participant deferral / active EE | $2,072 | $3,617-42.7% | $4,167-50.3% | $3,740-44.6% |
| Admin fee / account holder | $37 | $482-92.3% | $6,795-99.5% | $513-92.8% |