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.5 years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $18,005 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $89,093 | $70,908+25.6% | $98,907-9.9% | $73,488+21.2% |
| Participation rate | 79.5% | 73.8%+5.7pp | 76.0%+3.4pp | 70.7%+8.8pp |
| Annual return | 17.31% | 34.17%-16.9pp | 196.43%-179.1pp | 28.51%-11.2pp |
| Employer contribution / active EE | $0 | $2,036-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,075 | $3,500-40.7% | $4,244-51.1% | $3,740-44.5% |
| Admin fee / account holder | $168 | $535-68.5% | $6,642-97.5% | $513-67.2% |