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 13 · EIN 27-2037969 | Contract Administrator | $51,256 |
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 | $60,160 | $66,310-9.3% | $93,606-35.7% | $65,185-7.7% |
| Participation rate | 89.5% | 74.0%+15.5pp | 75.8%+13.7pp | 70.2%+19.3pp |
| Annual return | 18.44% | 42.58%-24.1pp | 32.76%-14.3pp | 29.38%-10.9pp |
| Employer contribution / active EE | $1,244 | $2,012-38.2% | $2,718-54.2% | $2,177-42.8% |
| Participant deferral / active EE | $3,369 | $3,342+0.8% | $4,069-17.2% | $3,514-4.1% |
| Admin fee / account holder | $201 | $6,897-97.1% | $7,888-97.5% | $847-76.3% |