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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.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $80,452 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $106,946 | $79,519+34.5% | $95,952+11.5% | $73,409+45.7% |
| Participation rate | 91.7% | 81.2%+10.5pp | 77.1%+14.6pp | 72.2%+19.5pp |
| Annual return | 16.54% | 19.20%-2.7pp | 91.61%-75.1pp | 59.29%-42.8pp |
| Employer contribution / active EE | $591 | $2,048-71.1% | $2,541-76.7% | $2,234-73.5% |
| Participant deferral / active EE | $6,786 | $4,138+64.0% | $4,167+62.9% | $3,805+78.3% |
| Admin fee / account holder | $125 | $184-32.4% | $6,795-98.2% | $158-21.0% |