See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 35 IRON POINT CIRCLE · FOLSOM, CA 956308589 | Recordkeeping | $6,485 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $27,752 | $58,726-52.7% | $92,233-69.9% | $62,292-55.4% |
| Participation rate | 90.0% | 68.3%+21.7pp | 76.5%+13.5pp | 69.5%+20.5pp |
| Annual return | 36.39% | 43.62%-7.2pp | 176.28%-139.9pp | 28.90%+7.5pp |
| Employer contribution / active EE | $1,906 | $2,392-20.3% | $3,679-48.2% | $2,042-6.7% |
| Participant deferral / active EE | $2,158 | $2,766-22.0% | $3,897-44.6% | $3,169-31.9% |
| Admin fee / account holder | $118 | $556-78.8% | $5,194-97.7% | $479-75.3% |