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.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $20,320 |
NEWPORT GROUP, INC.5+ years Filed as: NEWPORT GROUP SECURITIES, INC. Service code 27 · EIN 59-3099288 | Advisory (Plan) | $10,605 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,505 | $62,928-78.5% | $172,739-92.2% | $67,579-80.0% |
| Participation rate | 89.8% | 64.5%+25.4pp | 82.6%+7.2pp | 71.3%+18.6pp |
| Annual return | 16.29% | 30.36%-14.1pp | 802.84%-786.5pp | 378.56%-362.3pp |
| Employer contribution / active EE | $774 | $1,636-52.7% | $5,143-85.0% | $2,148-64.0% |
| Participant deferral / active EE | $964 | $2,145-55.0% | $5,198-81.4% | $3,539-72.8% |
| Admin fee / account holder | $37 | $167-77.6% | $13,954-99.7% | $142-73.7% |