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.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $7,484 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,192 | $82,917+108.9% | $103,333+67.6% | $77,643+123.1% |
| Participation rate | 96.2% | 71.6%+24.6pp | 74.5%+21.7pp | 70.6%+25.6pp |
| Annual return | 13.22% | 19.13%-5.9pp | 24.88%-11.7pp | 31.24%-18.0pp |
| Employer contribution / active EE | $2,451 | $3,552-31.0% | $3,868-36.6% | $2,726-10.1% |
| Participant deferral / active EE | $9,403 | $4,108+128.9% | $5,057+85.9% | $4,647+102.3% |
| Admin fee / account holder | $22 | $638-96.5% | $8,355-99.7% | $430-94.9% |