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.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-3169253 | Bank Trustee | $50,407 |
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $24,767 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $97,712 | $66,302+47.4% | $110,238-11.4% | $56,287+73.6% |
| Participation rate | 90.0% | 74.9%+15.1pp | 79.8%+10.2pp | 69.9%+20.1pp |
| Annual return | -6.22% | -1.18%-5.0pp | 314.74%-321.0pp | -9.96%+3.7pp |
| Employer contribution / active EE | $2,000 | $2,047-2.3% | $3,826-47.7% | $2,111-5.3% |
| Participant deferral / active EE | $3,400 | $3,381+0.6% | $4,672-27.2% | $3,350+1.5% |
| Admin fee / account holder | $569 | $698-18.6% | $8,547-93.3% | $521+9.2% |