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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 year Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,421 | $69,763-69.3% | $67,502-68.3% | $74,495-71.2% |
| Participation rate | 53.6% | 71.4%-17.8pp | 72.9%-19.3pp | 67.2%-13.6pp |
| Annual return | 11.85% | -40.34%+52.2pp | 3512.12%-3500.3pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $668 | $2,704-75.3% | $2,731-75.5% | $2,623-74.5% |
| Participant deferral / active EE | $1,306 | $3,636-64.1% | $4,000-67.3% | $4,346-69.9% |
| Admin fee / account holder | $5 | $896-99.4% | $3,998-99.9% | $1,942-99.7% |