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 13 · EIN 27-2037969 | Contract Administrator | $40,884 |
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 | $40,822 | $65,223-37.4% | $80,019-49.0% | $55,725-26.7% |
| Participation rate | 83.1% | 80.6%+2.5pp | 75.8%+7.3pp | 70.9%+12.2pp |
| Annual return | -5.10% | 7.59%-12.7pp | 11.22%-16.3pp | 244.93%-250.0pp |
| Employer contribution / active EE | $1,356 | $2,544-46.7% | $2,468-45.0% | $2,078-34.7% |
| Participant deferral / active EE | $2,684 | $3,881-30.8% | $3,686-27.2% | $3,356-20.0% |
| Admin fee / account holder | $100 | $114-12.7% | $6,521-98.5% | $115-13.4% |