Filed February 26, 2020 (most recent of 3 filings on file)
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 10-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 year Service code 13 · EIN 27-2037969 | Contract Administrator | $76,155 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,233 | $53,165-71.3% | $86,188-82.3% | $74,419-79.5% |
| Participation rate | 91.2% | 64.9%+26.4pp | 69.0%+22.3pp | 70.7%+20.5pp |
| Annual return | 11.78% | 22.64%-10.9pp | 1168.45%-1156.7pp | 34.38%-22.6pp |
| Employer contribution / active EE | $482 | $1,210-60.2% | $2,380-79.7% | $2,637-81.7% |
| Participant deferral / active EE | $0 | $3,234-100.0% | $3,985-100.0% | $4,528-100.0% |
| Admin fee / account holder | $124 | $551-77.5% | $6,852-98.2% | $348-64.3% |