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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.3 years Service code 14 · EIN 27-2037969 | Plan Administrator | $124,359 |
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 | $144,378 | $59,584+142.3% | $86,874+66.2% | $79,386+81.9% |
| Participation rate | 100.0% | 67.7%+32.3pp | 71.6%+28.4pp | 70.7%+29.3pp |
| Annual return | 13.26% | 23.15%-9.9pp | 63.52%-50.3pp | 116.85%-103.6pp |
| Employer contribution / active EE | $2,907 | $1,768+64.4% | $2,495+16.5% | $2,427+19.7% |
| Participant deferral / active EE | $5,891 | $3,036+94.0% | $3,699+59.3% | $4,046+45.6% |
| Admin fee / account holder | $436 | $604-27.8% | $5,828-92.5% | $626-30.3% |