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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.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $31,595 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,735 | $78,422-11.1% | $95,952-27.3% | $79,858-12.7% |
| Participation rate | 98.8% | 73.5%+25.3pp | 77.1%+21.7pp | 69.6%+29.1pp |
| Annual return | 14.01% | 19.37%-5.4pp | 91.61%-77.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $770 | $1,945-60.4% | $2,541-69.7% | $2,471-68.8% |
| Participant deferral / active EE | $1,874 | $3,440-45.5% | $4,167-55.0% | $3,740-49.9% |
| Admin fee / account holder | $326 | $5,622-94.2% | $6,795-95.2% | $5,306-93.9% |