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.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $40,133 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,529 | $86,897-44.2% | $151,611-68.0% | $64,808-25.1% |
| Participation rate | 99.3% | 87.3%+12.1pp | 87.5%+11.8pp | 71.5%+27.9pp |
| Annual return | -14.65% | -3.57%-11.1pp | 3.33%-18.0pp | 32.82%-47.5pp |
| Employer contribution / active EE | $5,205 | $4,010+29.8% | $6,166-15.6% | $2,506+107.7% |
| Participant deferral / active EE | $5,561 | $6,690-16.9% | $8,363-33.5% | $4,310+29.0% |
| Admin fee / account holder | $69 | $153-54.9% | $11,616-99.4% | $188-63.3% |