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+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Claims processing; Participant loan p... | $54,859 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT GROUP SECURITIES, INC. Service code 27 · EIN 59-3099288 | Advisory (Plan) | $11,356 |
Filed as: MERRILL LYNCH Service code 33 1224 SUMTER STREET · COLUMBIA, SC 29201 | Securities brokerage; Distribution (1... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,606 | $37,039-57.9% | $147,614-89.4% | $59,188-73.6% |
| Participation rate | 36.8% | 63.8%-27.0pp | 84.6%-47.9pp | 69.4%-32.7pp |
| Annual return | 0.43% | 7.19%-6.8pp | 61.98%-61.5pp | 5.51%-5.1pp |
| Employer contribution / active EE | $335 | $1,353-75.2% | $5,564-94.0% | $2,098-84.0% |
| Participant deferral / active EE | $417 | $2,094-80.1% | $4,895-91.5% | $3,265-87.2% |
| Admin fee / account holder | $55 | $60-8.7% | $11,611-99.5% | $92-40.4% |