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.4 years Service code 12 · EIN 27-2037969 | Participant loan processing; Direct p... | $207,603 |
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 | $20,465 | $44,794-54.3% | $90,281-77.3% | $77,787-73.7% |
| Participation rate | 94.1% | 66.6%+27.5pp | 73.3%+20.8pp | 73.2%+20.9pp |
| Annual return | 20.04% | 28.23%-8.2pp | 78.10%-58.1pp | 32.57%-12.5pp |
| Employer contribution / active EE | $369 | $1,809-79.6% | $2,854-87.1% | $2,504-85.3% |
| Participant deferral / active EE | $2,234 | $2,642-15.5% | $3,885-42.5% | $3,967-43.7% |
| Admin fee / account holder | $101 | $94+7.3% | $5,351-98.1% | $100+1.3% |