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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.
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 13 · EIN 27-2037969 | Contract Administrator | $48,039 |
T ROWE PRICE RPS INC1 year Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $43,738 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $5,883 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,636 | $92,055-29.8% | $106,213-39.1% | $77,643-16.8% |
| Participation rate | 92.5% | 81.0%+11.5pp | 75.3%+17.3pp | 70.6%+22.0pp |
| Annual return | 10.33% | 17.91%-7.6pp | 116.14%-105.8pp | 31.24%-20.9pp |
| Employer contribution / active EE | $2,045 | $3,367-39.3% | $3,171-35.5% | $2,726-25.0% |
| Participant deferral / active EE | $1,823 | $5,386-66.1% | $5,016-63.6% | $4,647-60.8% |
| Admin fee / account holder | $154 | $219-29.6% | $11,033-98.6% | $430-64.2% |