Filed November 21, 2019
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.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $97,610 |
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 | $112,470 | $100,801+11.6% | $149,696-24.9% | $73,409+53.2% |
| Participation rate | 88.6% | 77.7%+10.9pp | 82.5%+6.2pp | 72.2%+16.5pp |
| Annual return | 19.71% | 265.34%-245.6pp | 276.60%-256.9pp | 59.29%-39.6pp |
| Employer contribution / active EE | $2,135 | $3,312-35.5% | $4,644-54.0% | $2,234-4.4% |
| Participant deferral / active EE | $8,162 | $6,404+27.4% | $6,842+19.3% | $3,805+114.5% |
| Admin fee / account holder | $124 | $181-31.7% | $9,309-98.7% | $158-21.7% |