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.6+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $25,910 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $11,659 |
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 | $98,048 | $84,948+15.4% | $70,449+39.2% | $73,409+33.6% |
| Participation rate | 88.6% | 79.9%+8.7pp | 75.1%+13.6pp | 72.2%+16.5pp |
| Annual return | 16.02% | 13.39%+2.6pp | 109.03%-93.0pp | 59.29%-43.3pp |
| Employer contribution / active EE | $6,668 | $2,834+135.3% | $2,737+143.7% | $2,234+198.5% |
| Participant deferral / active EE | $4,426 | $3,387+30.7% | $3,709+19.4% | $3,805+16.3% |
| Admin fee / account holder | $106 | $98+7.6% | $3,845-97.3% | $158-33.2% |