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.3 years Service code 12 · EIN 27-2037969 | Participant loan processing; Recordke... | $14,453 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $69,243 | $58,083+19.2% | $80,019-13.5% | $56,287+23.0% |
| Participation rate | 75.0% | 73.6%+1.4pp | 75.8%-0.8pp | 69.9%+5.1pp |
| Annual return | -4.05% | 34.61%-38.7pp | 11.22%-15.3pp | -9.96%+5.9pp |
| Employer contribution / active EE | $0 | $1,932-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,967 | $3,135-37.2% | $3,686-46.6% | $3,350-41.3% |
| Admin fee / account holder | $30 | $623-95.2% | $6,521-99.5% | $521-94.3% |