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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.
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.9 years Service code 13 · EIN 27-2037969 | Contract Administrator | $104,225 |
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 | $7,233 | $29,548-75.5% | $56,411-87.2% | $77,643-90.7% |
| Participation rate | 76.6% | 32.7%+43.9pp | 52.5%+24.2pp | 70.6%+6.1pp |
| Annual return | 16.08% | 19.01%-2.9pp | 1701.33%-1685.2pp | 31.24%-15.2pp |
| Employer contribution / active EE | $337 | $568-40.7% | $1,039-67.6% | $2,726-87.6% |
| Participant deferral / active EE | $1,188 | $1,061+12.0% | $1,952-39.1% | $4,647-74.4% |
| Admin fee / account holder | $89 | $1,046-91.5% | $2,829-96.9% | $430-79.4% |