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+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Participant loan processing; Claims p... | $23,974 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,428 | $46,360-79.7% | $147,614-93.6% | $52,331-82.0% |
| Participation rate | 82.3% | 64.9%+17.3pp | 84.6%-2.4pp | 68.1%+14.2pp |
| Annual return | -0.71% | 1.62%-2.3pp | 61.98%-62.7pp | 4.54%-5.3pp |
| Employer contribution / active EE | $543 | $2,126-74.5% | $5,564-90.2% | $1,882-71.2% |
| Participant deferral / active EE | $891 | $2,258-60.5% | $4,895-81.8% | $3,022-70.5% |
| Admin fee / account holder | $93 | $766-87.9% | $11,611-99.2% | $592-84.4% |