Filed November 21, 2019
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.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $83,899 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $36,786 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,400 | $122,186-12.1% | $146,958-26.9% | $199,593-46.2% |
| Participation rate | 88.9% | 78.3%+10.6pp | 82.2%+6.7pp | 72.0%+16.9pp |
| Annual return | 16.57% | 30.56%-14.0pp | 418.34%-401.8pp | 34.25%-17.7pp |
| Employer contribution / active EE | $2,537 | $4,093-38.0% | $4,933-48.6% | $3,034-16.4% |
| Participant deferral / active EE | $8,190 | $8,502-3.7% | $8,070+1.5% | $5,087+61.0% |
| Admin fee / account holder | $95 | $179-47.0% | $12,998-99.3% | $269-64.7% |