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 9-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.8 years Service code 15 · EIN 27-2037969 | Recordkeeping | $22,651 |
Service code 15 · EIN 35-0472300 | Recordkeeping | $9,946 |
Filed as: PRIME CAPITAL INVESTMENT ADVIS Service code 26 · EIN 82-1364595 | Advisory (Participants) | $6,009 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,800 | $50,815-21.7% | $155,509-74.4% | $77,643-48.7% |
| Participation rate | 45.5% | 63.1%-17.6pp | 78.2%-32.7pp | 70.6%-25.1pp |
| Annual return | 13.96% | 34.80%-20.8pp | 64.67%-50.7pp | 31.24%-17.3pp |
| Employer contribution / active EE | $434 | $1,993-78.2% | $4,672-90.7% | $2,726-84.1% |
| Participant deferral / active EE | $1,961 | $2,822-30.5% | $5,626-65.1% | $4,647-57.8% |
| Admin fee / account holder | $197 | $437-54.9% | $15,912-98.8% | $430-54.2% |