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.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $66,866 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $289,305 | $93,182+210.5% | $146,665+97.3% | $79,386+264.4% |
| Participation rate | 96.6% | 76.4%+20.2pp | 80.1%+16.5pp | 70.7%+25.9pp |
| Annual return | 23.38% | 21.61%+1.8pp | 22.74%+0.6pp | 116.85%-93.5pp |
| Employer contribution / active EE | $13,511 | $2,420+458.4% | $4,136+226.7% | $2,427+456.6% |
| Participant deferral / active EE | $6,817 | $4,169+63.5% | $5,506+23.8% | $4,046+68.5% |
| Admin fee / account holder | $514 | $585-12.1% | $10,280-95.0% | $626-17.9% |