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.3 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-3169253 | Bank Trustee | $53,798 |
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $28,217 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $122,934 | $81,474+50.9% | $133,956-8.2% | $73,488+67.3% |
| Participation rate | 96.3% | 76.4%+20.0pp | 79.8%+16.5pp | 70.7%+25.7pp |
| Annual return | 15.66% | 19.40%-3.7pp | 45.09%-29.4pp | 28.51%-12.9pp |
| Employer contribution / active EE | $2,632 | $2,209+19.1% | $3,919-32.8% | $2,270+16.0% |
| Participant deferral / active EE | $3,470 | $3,786-8.4% | $5,048-31.3% | $3,740-7.2% |
| Admin fee / account holder | $540 | $713-24.3% | $8,927-94.0% | $513+5.2% |