Filed November 10, 2017
Total covered: 136 employees
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+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $31,257 |
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 | $49,058 | $71,802-31.7% | $133,980-63.4% | $57,658-14.9% |
| Participation rate | 90.9% | 85.5%+5.5pp | 87.1%+3.9pp | 70.2%+20.7pp |
| Annual return | 15.52% | 13.51%+2.0pp | 29.30%-13.8pp | 5.13%+10.4pp |
| Employer contribution / active EE | $3,583 | $3,161+13.3% | $5,211-31.2% | $1,974+81.5% |
| Participant deferral / active EE | $7,760 | $4,606+68.5% | $6,282+23.5% | $3,061+153.6% |
| Admin fee / account holder | $96 | $88+9.7% | $9,324-99.0% | $95+1.7% |