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 | $3,330 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP,INC. Service code 60 | Sub-TA Fees | $0 |
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 | $40,527 | $65,376-38.0% | $87,100-53.5% | $65,185-37.8% |
| Participation rate | 91.3% | 75.3%+15.9pp | 76.9%+14.4pp | 70.2%+21.1pp |
| Annual return | 18.90% | 31.27%-12.4pp | 28.19%-9.3pp | 29.38%-10.5pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,929 | $3,388-13.5% | $4,049-27.6% | $3,514-16.6% |
| Admin fee / account holder | $38 | $520-92.8% | $7,497-99.5% | $847-95.6% |