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.2 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-3169253 | Bank Trustee | $50,074 |
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $26,947 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $2,717,728 | $86,332+3048.0% | $125,175+2071.1% | $65,185+4069.3% |
| Participation rate | 0.0% | 75.3%-75.3pp | 79.8%-79.8pp | 70.2%-70.2pp |
| Annual return | 23.74% | 27.43%-3.7pp | 43.79%-20.0pp | 29.38%-5.6pp |
| Employer contribution / active EE | $2,679 | $2,040+31.3% | $3,865-30.7% | $2,177+23.1% |
| Participant deferral / active EE | $3,390 | $3,537-4.2% | $4,937-31.3% | $3,514-3.5% |
| Admin fee / account holder | $12,837 | $609+2007.2% | $9,702+32.3% | $847+1415.4% |