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.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $19,609 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,354 | $79,171+78.5% | $102,423+38.0% | $74,495+89.8% |
| Participation rate | 86.0% | 74.8%+11.2pp | 76.5%+9.6pp | 67.2%+18.8pp |
| Annual return | 9.82% | 54.93%-45.1pp | 29.32%-19.5pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $1,518 | $2,362-35.7% | $3,023-49.8% | $2,623-42.1% |
| Participant deferral / active EE | $3,487 | $4,415-21.0% | $5,053-31.0% | $4,346-19.8% |
| Admin fee / account holder | $147 | $2,001-92.6% | $9,451-98.4% | $1,942-92.4% |