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.3 years Service code 12 · EIN 27-2037969 | Participant loan processing; Recordke... | $112,273 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Investment Management | $52,735 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (directed); Claims processing... | $5,962 |
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 | $14,530 | $407,990-96.4% | $121,196-88.0% | $75,289-80.7% |
| Participation rate | 95.8% | 59.5%+36.3pp | 71.7%+24.1pp | 72.4%+23.4pp |
| Annual return | -3.79% | 2.93%-6.7pp | 16.93%-20.7pp | -0.04%-3.7pp |
| Employer contribution / active EE | $765 | $1,846-58.6% | $4,022-81.0% | $2,405-68.2% |
| Participant deferral / active EE | $1,993 | $2,201-9.4% | $3,344-40.4% | $3,739-46.7% |
| Admin fee / account holder | $64 | $455-86.0% | $5,019-98.7% | $102-37.8% |