Filed May 3, 2023
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $7,210 |
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 | $65,612 | $95,542-31.3% | $69,455-5.5% | $67,579-2.9% |
| Participation rate | 80.4% | 79.4%+1.1pp | 74.6%+5.8pp | 71.3%+9.1pp |
| Annual return | 19.39% | 17.67%+1.7pp | 28.97%-9.6pp | 378.56%-359.2pp |
| Employer contribution / active EE | $2,505 | $2,989-16.2% | $2,779-9.9% | $2,148+16.6% |
| Participant deferral / active EE | $3,400 | $3,263+4.2% | $3,535-3.8% | $3,539-3.9% |
| Admin fee / account holder | $9 | $90-89.6% | $3,839-99.8% | $142-93.4% |