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.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $10,305 |
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 | $169,144 | $99,957+69.2% | $149,696+13.0% | $73,488+130.2% |
| Participation rate | 93.7% | 75.7%+18.0pp | 82.5%+11.2pp | 70.7%+23.0pp |
| Annual return | 19.32% | 53.87%-34.6pp | 276.60%-257.3pp | 28.51%-9.2pp |
| Employer contribution / active EE | $2,582 | $3,191-19.1% | $4,644-44.4% | $2,270+13.7% |
| Participant deferral / active EE | $9,489 | $6,073+56.3% | $6,842+38.7% | $3,740+153.8% |
| Admin fee / account holder | $62 | $551-88.7% | $9,309-99.3% | $513-87.8% |