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 13 · EIN 27-2037969 | Contract Administrator | $44,654 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $44,385 | $67,984-34.7% | $65,493-32.2% | $74,304-40.3% |
| Participation rate | 89.1% | 66.3%+22.8pp | 73.1%+16.0pp | 60.3%+28.7pp |
| Annual return | 12.95% | 19.87%-6.9pp | 982.45%-969.5pp | 29.43%-16.5pp |
| Employer contribution / active EE | $2,622 | $2,491+5.3% | $2,574+1.9% | $2,241+17.0% |
| Participant deferral / active EE | $2,669 | $3,346-20.2% | $3,961-32.6% | $3,767-29.1% |
| Admin fee / account holder | $343 | $1,373-75.0% | $5,028-93.2% | $2,969-88.4% |