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 6-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.6+ years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $47,430 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $6,420 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,727 | $45,031-49.5% | $84,966-73.3% | $77,643-70.7% |
| Participation rate | 86.4% | 48.7%+37.7pp | 67.5%+18.9pp | 70.6%+15.8pp |
| Annual return | 11.52% | 79.22%-67.7pp | 66.38%-54.9pp | 31.24%-19.7pp |
| Employer contribution / active EE | $508 | $1,609-68.4% | $2,727-81.4% | $2,726-81.3% |
| Participant deferral / active EE | $4,047 | $2,807+44.1% | $4,519-10.5% | $4,647-12.9% |
| Admin fee / account holder | $99 | $912-89.1% | $6,149-98.4% | $430-77.0% |