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.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $70,035 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $28,292 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,123 | $95,274+6.1% | $135,903-25.6% | $74,419+35.9% |
| Participation rate | 90.5% | 78.2%+12.4pp | 81.9%+8.6pp | 70.7%+19.8pp |
| Annual return | 20.70% | 32.77%-12.1pp | 68.23%-47.5pp | 34.38%-13.7pp |
| Employer contribution / active EE | $2,546 | $3,874-34.3% | $4,856-47.6% | $2,637-3.5% |
| Participant deferral / active EE | $8,303 | $7,782+6.7% | $7,758+7.0% | $4,528+83.4% |
| Admin fee / account holder | $92 | $266-65.3% | $10,762-99.1% | $348-73.4% |