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.5+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $7,192 |
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 | $65,567 | $88,515-25.9% | $162,163-59.6% | $67,579-3.0% |
| Participation rate | 91.5% | 86.8%+4.7pp | 87.6%+3.9pp | 71.3%+20.2pp |
| Annual return | 23.54% | 27.04%-3.5pp | 115.59%-92.1pp | 378.56%-355.0pp |
| Employer contribution / active EE | $1,951 | $3,563-45.3% | $5,614-65.3% | $2,148-9.2% |
| Participant deferral / active EE | $3,823 | $5,724-33.2% | $7,298-47.6% | $3,539+8.0% |
| Admin fee / account holder | $15 | $124-87.9% | $10,843-99.9% | $142-89.5% |