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.9+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $10,204 |
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 | $137,270 | $122,239+12.3% | $184,203-25.5% | $74,495+84.3% |
| Participation rate | 90.8% | 85.5%+5.3pp | 86.8%+4.0pp | 67.2%+23.6pp |
| Annual return | 14.94% | 19.95%-5.0pp | 28.81%-13.9pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $5,457 | $4,537+20.3% | $6,427-15.1% | $2,623+108.1% |
| Participant deferral / active EE | $10,269 | $7,139+43.9% | $9,131+12.5% | $4,346+136.3% |
| Admin fee / account holder | $39 | $1,260-96.9% | $13,901-99.7% | $1,942-98.0% |