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.7 years Service code 12 · EIN 27-2037969 | Claims processing; Direct payment fro... | $243,991 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $10,508 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,703 | $43,113-58.9% | $82,719-78.6% | $77,904-77.3% |
| Participation rate | 93.6% | 63.8%+29.7pp | 72.6%+21.0pp | 73.7%+19.9pp |
| Annual return | -14.83% | 2.60%-17.4pp | 701.18%-716.0pp | 12.21%-27.0pp |
| Employer contribution / active EE | $474 | $1,924-75.4% | $3,009-84.2% | $2,848-83.3% |
| Participant deferral / active EE | $3,123 | $3,057+2.2% | $4,395-28.9% | $4,806-35.0% |
| Admin fee / account holder | $98 | $102-4.3% | $5,329-98.2% | $133-26.2% |