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.3+ years Service code 10 · EIN 27-2037969 | Accounting | $17,765 |
NEWPORT GROUP, INC.3+ years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $7,379 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $108,274 | $80,753+34.1% | $136,294-20.6% | $62,292+73.8% |
| Participation rate | 93.6% | 73.5%+20.0pp | 81.9%+11.7pp | 69.5%+24.1pp |
| Annual return | 15.77% | 35.83%-20.1pp | 5155.94%-5140.2pp | 28.90%-13.1pp |
| Employer contribution / active EE | $2,476 | $2,884-14.2% | $4,695-47.3% | $2,042+21.2% |
| Participant deferral / active EE | $6,648 | $5,164+28.7% | $6,247+6.4% | $3,169+109.8% |
| Admin fee / account holder | $132 | $525-74.9% | $9,243-98.6% | $479-72.5% |