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.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $35,271 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,759 | $111,491-51.8% | $189,513-71.6% | $86,799-38.1% |
| Participation rate | 99.8% | 87.3%+12.5pp | 87.8%+12.0pp | 72.3%+27.5pp |
| Annual return | 18.74% | 83.50%-64.8pp | 555.15%-536.4pp | 97.91%-79.2pp |
| Employer contribution / active EE | $4,857 | $3,951+22.9% | $6,162-21.2% | $2,405+101.9% |
| Participant deferral / active EE | $5,114 | $6,437-20.5% | $8,221-37.8% | $4,131+23.8% |
| Admin fee / account holder | $66 | $189-65.2% | $12,045-99.5% | $170-61.3% |