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.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $47,766 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,516 | $129,021-46.9% | $184,203-62.8% | $77,643-11.8% |
| Participation rate | 99.1% | 87.3%+11.8pp | 86.8%+12.3pp | 70.6%+28.6pp |
| Annual return | 15.84% | 33.27%-17.4pp | 28.81%-13.0pp | 31.24%-15.4pp |
| Employer contribution / active EE | $5,521 | $4,413+25.1% | $6,427-14.1% | $2,726+102.5% |
| Participant deferral / active EE | $5,934 | $7,297-18.7% | $9,131-35.0% | $4,647+27.7% |
| Admin fee / account holder | $75 | $254-70.5% | $13,901-99.5% | $430-82.6% |