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 6-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.1+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $27,005 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 42-1558009 | Bank Trustee | $5,353 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $134,103 | $98,982+35.5% | $162,163-17.3% | $65,185+105.7% |
| Participation rate | 80.5% | 85.8%-5.3pp | 87.6%-7.1pp | 70.2%+10.3pp |
| Annual return | 0.00% | 24.84%-24.8pp | 115.59%-115.6pp | 29.38%-29.4pp |
| Employer contribution / active EE | $2,011 | $3,467-42.0% | $5,614-64.2% | $2,177-7.6% |
| Participant deferral / active EE | $4,245 | $5,384-21.2% | $7,298-41.8% | $3,514+20.8% |
| Admin fee / account holder | $267 | $596-55.2% | $10,843-97.5% | $847-68.4% |