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.1+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $15,311 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $90,141 | $74,089+21.7% | $133,980-32.7% | $55,167+63.4% |
| Participation rate | 69.2% | 84.3%-15.1pp | 87.1%-17.9pp | 69.0%+0.2pp |
| Annual return | 11.20% | 12.11%-0.9pp | 29.30%-18.1pp | 169.23%-158.0pp |
| Employer contribution / active EE | $0 | $3,064-100.0% | $5,211-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $23,919 | $4,678+411.3% | $6,282+280.8% | $3,054+683.2% |
| Admin fee / account holder | $122 | $458-73.3% | $9,324-98.7% | $504-75.7% |