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.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $56,643 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $219,948 | $81,474+170.0% | $133,956+64.2% | $73,488+199.3% |
| Participation rate | 97.4% | 76.4%+21.1pp | 79.8%+17.6pp | 70.7%+26.8pp |
| Annual return | 4.34% | 19.40%-15.1pp | 45.09%-40.8pp | 28.51%-24.2pp |
| Employer contribution / active EE | $13,375 | $2,209+505.4% | $3,919+241.3% | $2,270+489.2% |
| Participant deferral / active EE | $6,639 | $3,786+75.3% | $5,048+31.5% | $3,740+77.5% |
| Admin fee / account holder | $420 | $713-41.2% | $8,927-95.3% | $513-18.2% |