Filed June 21, 2024 (most recent of 2 filings on file)
Total covered: 41 employees
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.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $29,553 |
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 | $44,778 | $111,608-59.9% | $177,821-74.8% | $73,409-39.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 22.67% | 18.23%+4.4pp | 48.32%-25.7pp | 59.29%-36.6pp |
| Employer contribution / active EE | $4,464 | $3,796+17.6% | $5,918-24.6% | $2,234+99.9% |
| Participant deferral / active EE | $4,482 | $6,199-27.7% | $7,714-41.9% | $3,805+17.8% |
| Admin fee / account holder | $59 | $166-64.2% | $12,427-99.5% | $158-62.4% |