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.1 year Service code 12 · EIN 27-2037969 | Direct payment from the plan; Recordk... | $144,251 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (directed); Claims processing... | $7,328 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,204 | $43,453-74.2% | $109,313-89.8% | $63,975-82.5% |
| Participation rate | 93.9% | 59.3%+34.7pp | 71.3%+22.7pp | 71.1%+22.8pp |
| Annual return | 8.44% | 9.85%-1.4pp | 22.07%-13.6pp | 48.65%-40.2pp |
| Employer contribution / active EE | $706 | $1,799-60.8% | $3,892-81.9% | $2,182-67.6% |
| Participant deferral / active EE | $1,763 | $2,093-15.8% | $3,166-44.3% | $3,356-47.5% |
| Admin fee / account holder | $24 | $79-69.1% | $5,666-99.6% | $70-65.4% |