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.3 years Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping and ... | $11,092 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,752 | $68,346-15.5% | $94,646-39.0% | $75,163-23.2% |
| Participation rate | 94.9% | 76.1%+18.8pp | 80.8%+14.0pp | 67.2%+27.7pp |
| Annual return | 18.61% | 616.93%-598.3pp | 156.71%-138.1pp | 160.62%-142.0pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $15,378 | $6,537+135.2% | $7,418+107.3% | $4,125+272.8% |
| Admin fee / account holder | $88 | $5,326-98.4% | $7,231-98.8% | $5,651-98.5% |