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.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $12,255 |
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 | $80,142 | $79,124+1.3% | $60,874+31.7% | $64,808+23.7% |
| Participation rate | 83.8% | 77.7%+6.0pp | 73.1%+10.7pp | 71.5%+12.3pp |
| Annual return | -14.79% | -7.13%-7.7pp | 16.90%-31.7pp | 32.82%-47.6pp |
| Employer contribution / active EE | $3,113 | $3,050+2.0% | $2,701+15.2% | $2,506+24.2% |
| Participant deferral / active EE | $3,837 | $3,725+3.0% | $3,817+0.5% | $4,310-11.0% |
| Admin fee / account holder | $17 | $106-83.8% | $3,224-99.5% | $188-90.9% |