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 13 · EIN 27-2037969 | Contract Administrator | $20,307 |
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 | $110,249 | $130,194-15.3% | $169,993-35.1% | $71,457+54.3% |
| Participation rate | 93.4% | 86.1%+7.3pp | 87.0%+6.4pp | 67.9%+25.5pp |
| Annual return | 17.60% | 20.37%-2.8pp | 53.37%-35.8pp | 28.85%-11.2pp |
| Employer contribution / active EE | $5,008 | $4,381+14.3% | $6,785-26.2% | $2,588+93.5% |
| Participant deferral / active EE | $9,621 | $6,923+39.0% | $10,408-7.6% | $4,289+124.3% |
| Admin fee / account holder | $74 | $966-92.3% | $12,815-99.4% | $1,587-95.3% |