Filed July 19, 2019
See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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.7+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $31,540 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $14,784 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,523 | $94,833+26.0% | $75,696+57.9% | $86,799+37.7% |
| Participation rate | 100.0% | 79.1%+20.9pp | 74.8%+25.2pp | 72.3%+27.7pp |
| Annual return | 15.13% | 16.91%-1.8pp | 104.53%-89.4pp | 97.91%-82.8pp |
| Employer contribution / active EE | $8,217 | $2,904+182.9% | $2,743+199.6% | $2,405+241.6% |
| Participant deferral / active EE | $5,947 | $3,632+63.7% | $3,821+55.6% | $4,131+44.0% |
| Admin fee / account holder | $138 | $109+26.9% | $3,619-96.2% | $170-18.7% |