See peer percentile detail with Solo.
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.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $23,470 |
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 | $132,650 | $78,705+68.5% | $117,854+12.6% | $70,131+89.1% |
| Participation rate | 96.8% | 73.2%+23.6pp | 79.7%+17.1pp | 69.5%+27.3pp |
| Annual return | 22.07% | 23.30%-1.2pp | 335.08%-313.0pp | 73.14%-51.1pp |
| Employer contribution / active EE | $10,289 | $2,223+362.8% | $3,786+171.8% | $2,342+339.3% |
| Participant deferral / active EE | $8,447 | $3,297+156.2% | $4,482+88.5% | $3,332+153.5% |
| Admin fee / account holder | $196 | $5,065-96.1% | $8,020-97.6% | $4,645-95.8% |