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 21 · EIN 27-2037969 | Bank Trustee | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $35,096 | $51,466-31.8% | $78,778-55.4% | $62,292-43.7% |
| Participation rate | 82.9% | 59.8%+23.1pp | 69.2%+13.7pp | 69.5%+13.4pp |
| Annual return | 19.65% | 19.96%-0.3pp | 35.62%-16.0pp | 28.90%-9.2pp |
| Employer contribution / active EE | $1,843 | $827+122.8% | $1,986-7.2% | $2,042-9.8% |
| Participant deferral / active EE | $3,106 | $2,147+44.6% | $2,958+5.0% | $3,169-2.0% |
| Admin fee / account holder | $149 | $489-69.5% | $5,134-97.1% | $479-68.9% |