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 12 · EIN 27-2037969 | Direct payment from the plan; Claims ... | $147,256 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $8,874 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,858 | $52,149-73.4% | $122,332-88.7% | $77,958-82.2% |
| Participation rate | 94.8% | 58.6%+36.2pp | 71.6%+23.2pp | 71.6%+23.1pp |
| Annual return | 20.95% | 17.75%+3.2pp | 30.27%-9.3pp | 20.87%+0.1pp |
| Employer contribution / active EE | $720 | $1,750-58.8% | $4,050-82.2% | $2,310-68.8% |
| Participant deferral / active EE | $1,814 | $2,114-14.2% | $3,287-44.8% | $3,537-48.7% |
| Admin fee / account holder | $26 | $93-72.2% | $5,478-99.5% | $97-73.4% |