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.3 years Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping and ... | $28,038 |
Service code 26 · EIN 39-1859759 | Advisory (Participants) | $14,000 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Claims processing; Account maintenanc... | $5,113 |
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 | $62,797 | $59,186+6.1% | $76,768-18.2% | $56,287+11.6% |
| Participation rate | 85.8% | 75.2%+10.6pp | 77.0%+8.9pp | 69.9%+16.0pp |
| Annual return | -5.62% | 6.62%-12.2pp | 2.43%-8.0pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,011 | $1,759-42.5% | $2,485-59.3% | $2,111-52.1% |
| Participant deferral / active EE | $3,342 | $3,255+2.7% | $3,852-13.2% | $3,350-0.2% |
| Admin fee / account holder | $269 | $489-45.0% | $6,675-96.0% | $521-48.4% |