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.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $24,316 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $9,730 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,484 | $49,915-61.0% | $154,803-87.4% | $74,304-73.8% |
| Participation rate | 53.8% | 54.0%-0.2pp | 78.1%-24.3pp | 60.3%-6.6pp |
| Annual return | 12.64% | 34.06%-21.4pp | 58.88%-46.2pp | 29.43%-16.8pp |
| Employer contribution / active EE | $760 | $1,611-52.8% | $4,305-82.4% | $2,241-66.1% |
| Participant deferral / active EE | $1,761 | $2,255-21.9% | $5,540-68.2% | $3,767-53.3% |
| Admin fee / account holder | $168 | $2,189-92.3% | $14,329-98.8% | $2,969-94.4% |