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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.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $50,237 |
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 | $100,613 | $73,638+36.6% | $95,952+4.9% | $73,488+36.9% |
| Participation rate | 95.4% | 76.2%+19.3pp | 77.1%+18.3pp | 70.7%+24.7pp |
| Annual return | 21.41% | 16.78%+4.6pp | 91.61%-70.2pp | 28.51%-7.1pp |
| Employer contribution / active EE | $2,272 | $1,863+22.0% | $2,541-10.6% | $2,270+0.1% |
| Participant deferral / active EE | $5,434 | $3,617+50.2% | $4,167+30.4% | $3,740+45.3% |
| Admin fee / account holder | $191 | $482-60.4% | $6,795-97.2% | $513-62.8% |