See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Direct payment fr... | $161,021 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $8,509 |
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 | $20,012 | $47,634-58.0% | $90,404-77.9% | $90,288-77.8% |
| Participation rate | 94.4% | 67.5%+26.9pp | 72.7%+21.7pp | 73.4%+21.0pp |
| Annual return | 13.76% | 19.61%-5.9pp | 1293.02%-1279.3pp | 53.97%-40.2pp |
| Employer contribution / active EE | $380 | $1,749-78.3% | $3,262-88.3% | $2,524-84.9% |
| Participant deferral / active EE | $2,353 | $2,824-16.7% | $3,963-40.6% | $4,232-44.4% |
| Admin fee / account holder | $72 | $106-32.1% | $5,611-98.7% | $114-36.9% |