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.4 years Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping fees... | $30,003 |
Service code 26 · EIN 39-1859759 | Advisory (Participants) | $8,500 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Custodial (securities); Account maint... | $5,157 |
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 | $68,796 | $65,376+5.2% | $87,100-21.0% | $65,185+5.5% |
| Participation rate | 95.3% | 75.3%+20.0pp | 76.9%+18.5pp | 70.2%+25.1pp |
| Annual return | 20.10% | 31.27%-11.2pp | 28.19%-8.1pp | 29.38%-9.3pp |
| Employer contribution / active EE | $1,146 | $1,822-37.1% | $2,521-54.5% | $2,177-47.3% |
| Participant deferral / active EE | $3,783 | $3,388+11.6% | $4,049-6.6% | $3,514+7.7% |
| Admin fee / account holder | $247 | $520-52.4% | $7,497-96.7% | $847-70.8% |