Filed November 17, 2017
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.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $18,207 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,429 | $69,515-28.9% | $86,874-43.1% | $85,850-42.4% |
| Participation rate | 83.1% | 66.3%+16.8pp | 71.6%+11.5pp | 69.3%+13.8pp |
| Annual return | 15.39% | 20.12%-4.7pp | 63.52%-48.1pp | 318.53%-303.1pp |
| Employer contribution / active EE | $674 | $1,880-64.2% | $2,495-73.0% | $2,565-73.7% |
| Participant deferral / active EE | $2,071 | $2,919-29.0% | $3,699-44.0% | $3,952-47.6% |
| Admin fee / account holder | $233 | $5,972-96.1% | $5,828-96.0% | $6,260-96.3% |