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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.
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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.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Sub-transfer agency fees; Direct paym... | $13,954 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,293 | $26,805-50.4% | $59,496-77.7% | $52,331-74.6% |
| Participation rate | 85.2% | 39.3%+45.8pp | 54.6%+30.6pp | 68.1%+17.1pp |
| Annual return | -1.99% | 2.61%-4.6pp | 182.05%-184.0pp | 4.54%-6.5pp |
| Employer contribution / active EE | $953 | $450+111.8% | $1,153-17.4% | $1,882-49.4% |
| Participant deferral / active EE | $1,390 | $916+51.7% | $1,829-24.0% | $3,022-54.0% |
| Admin fee / account holder | $45 | $305-85.4% | $2,232-98.0% | $592-92.5% |