Filed July 19, 2019
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.5+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $25,695 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $10,586 |
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 | $82,817 | $95,542-13.3% | $69,455+19.2% | $67,579+22.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 74.6%+25.4pp | 71.3%+28.7pp |
| Annual return | 23.92% | 17.67%+6.2pp | 28.97%-5.1pp | 378.56%-354.6pp |
| Employer contribution / active EE | $7,606 | $2,989+154.5% | $2,779+173.7% | $2,148+254.1% |
| Participant deferral / active EE | $4,531 | $3,263+38.9% | $3,535+28.2% | $3,539+28.0% |
| Admin fee / account holder | $108 | $90+19.8% | $3,839-97.2% | $142-24.3% |