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 13 · EIN 27-2037969 | Contract Administrator | $60,638 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $69,933 | $70,908-1.4% | $98,907-29.3% | $73,488-4.8% |
| Participation rate | 80.9% | 73.8%+7.1pp | 76.0%+4.9pp | 70.7%+10.2pp |
| Annual return | 16.68% | 34.17%-17.5pp | 196.43%-179.7pp | 28.51%-11.8pp |
| Employer contribution / active EE | $1,923 | $2,036-5.5% | $2,689-28.5% | $2,270-15.3% |
| Participant deferral / active EE | $2,714 | $3,500-22.5% | $4,244-36.1% | $3,740-27.4% |
| Admin fee / account holder | $245 | $535-54.1% | $6,642-96.3% | $513-52.2% |