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 Filed as: NEWPORT TRUST COMPANY Service code 12 | Trustee (directed); Trustee (bank, tr... | $4,349 |
NEWPORT GROUP, INC.3+ years Filed as: NEWPORT TRUST CO. Service code 12 · EIN 27-4411131 | Custodial (securities); Account maint... | $0 |
Annual investment return 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 | $73,161 | $62,267+17.5% | $110,238-33.6% | $55,725+31.3% |
| Participation rate | 87.5% | 78.1%+9.3pp | 79.8%+7.6pp | 70.9%+16.6pp |
| Annual return | -6.62% | -1.07%-5.5pp | 314.74%-321.4pp | 244.93%-251.5pp |
| Employer contribution / active EE | $2,032 | $1,941+4.6% | $3,826-46.9% | $2,078-2.2% |
| Participant deferral / active EE | $3,655 | $3,516+4.0% | $4,672-21.8% | $3,356+8.9% |
| Admin fee / account holder | $3 | $121-97.6% | $8,547-100.0% | $115-97.5% |