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.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $37,112 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,702 | $100,227-39.4% | $169,993-64.3% | $74,419-18.4% |
| Participation rate | 98.5% | 87.3%+11.2pp | 87.0%+11.5pp | 70.7%+27.7pp |
| Annual return | 19.40% | 66.08%-46.7pp | 53.37%-34.0pp | 34.38%-15.0pp |
| Employer contribution / active EE | $5,374 | $4,263+26.1% | $6,785-20.8% | $2,637+103.8% |
| Participant deferral / active EE | $5,628 | $7,143-21.2% | $10,408-45.9% | $4,528+24.3% |
| Admin fee / account holder | $62 | $234-73.7% | $12,815-99.5% | $348-82.2% |