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.2+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $44,241 |
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 | $52,563 | $81,537-35.5% | $149,718-64.9% | $69,631-24.5% |
| Participation rate | 97.0% | 86.1%+10.9pp | 87.1%+9.9pp | 70.7%+26.3pp |
| Annual return | 26.63% | 22.79%+3.8pp | 1501.63%-1475.0pp | 27571.02%-27544.4pp |
| Employer contribution / active EE | $3,662 | $3,239+13.1% | $5,445-32.7% | $2,032+80.2% |
| Participant deferral / active EE | $7,823 | $4,994+56.7% | $6,569+19.1% | $3,224+142.7% |
| Admin fee / account holder | $98 | $107-8.2% | $11,283-99.1% | $110-11.2% |