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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.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $106,664 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $84,601 | $56,485+49.8% | $185,823-54.5% | $86,799-2.5% |
| Participation rate | 68.8% | 65.5%+3.3pp | 81.7%-12.9pp | 72.3%-3.5pp |
| Annual return | 15.56% | 118.04%-102.5pp | 122.05%-106.5pp | 97.91%-82.3pp |
| Employer contribution / active EE | $3,438 | $1,843+86.6% | $5,167-33.5% | $2,405+42.9% |
| Participant deferral / active EE | $7,241 | $2,553+183.6% | $5,568+30.1% | $4,131+75.3% |
| Admin fee / account holder | $168 | $150+12.1% | $16,237-99.0% | $170-1.1% |