Filed December 22, 2015
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.7 years Service code 15 · EIN 27-2037969 | Recordkeeping | $28,875 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,224 | $65,435+158.6% | $86,677+95.2% | $66,914+152.9% |
| Participation rate | 76.5% | 75.5%+1.1pp | 76.6%-0.1pp | 69.8%+6.7pp |
| Annual return | -5.75% | -10.89%+5.1pp | 35.91%-41.7pp | 1.58%-7.3pp |
| Employer contribution / active EE | $1,301 | $2,153-39.6% | $2,836-54.1% | $2,544-48.9% |
| Participant deferral / active EE | $3,772 | $4,100-8.0% | $4,656-19.0% | $4,237-11.0% |
| Admin fee / account holder | $206 | $642-67.9% | $7,493-97.2% | $593-65.2% |