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.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $33,956 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,803 | $39,948-70.5% | $89,391-86.8% | $73,409-83.9% |
| Participation rate | 81.9% | 50.4%+31.5pp | 68.0%+13.9pp | 72.2%+9.7pp |
| Annual return | 25.04% | 50.12%-25.1pp | 245.62%-220.6pp | 59.29%-34.3pp |
| Employer contribution / active EE | $1,312 | $1,200+9.3% | $2,586-49.3% | $2,234-41.3% |
| Participant deferral / active EE | $1,943 | $2,193-11.4% | $3,890-50.1% | $3,805-49.0% |
| Admin fee / account holder | $64 | $134-52.3% | $4,881-98.7% | $158-59.4% |