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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.
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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.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $33,668 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,743 | $99,957-48.2% | $149,696-65.4% | $73,488-29.6% |
| Participation rate | 52.8% | 75.7%-22.9pp | 82.5%-29.7pp | 70.7%-17.9pp |
| Annual return | 20.28% | 53.87%-33.6pp | 276.60%-256.3pp | 28.51%-8.2pp |
| Employer contribution / active EE | $1,964 | $3,191-38.4% | $4,644-57.7% | $2,270-13.5% |
| Participant deferral / active EE | $5,134 | $6,073-15.5% | $6,842-25.0% | $3,740+37.3% |
| Admin fee / account holder | $188 | $551-65.8% | $9,309-98.0% | $513-63.3% |