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.8 years Service code 13 · EIN 27-2037969 | Contract Administrator | $107,887 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,140 | $26,114-76.5% | $58,482-89.5% | $74,419-91.7% |
| Participation rate | 86.0% | 32.1%+53.9pp | 50.9%+35.1pp | 70.7%+15.3pp |
| Annual return | 21.92% | 32.51%-10.6pp | 4239.32%-4217.4pp | 34.38%-12.5pp |
| Employer contribution / active EE | $175 | $536-67.3% | $1,053-83.4% | $2,637-93.4% |
| Participant deferral / active EE | $808 | $1,075-24.8% | $1,924-58.0% | $4,528-82.2% |
| Admin fee / account holder | $88 | $649-86.4% | $2,516-96.5% | $348-74.6% |