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.2 years Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping fees... | $56,451 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Claims processing; Trustee (bank, tru... | $10,756 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 15 | Recordkeeping | $3,230 |
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 | $87,897 | $31,388+180.0% | $73,545+19.5% | $62,292+41.1% |
| Participation rate | 93.3% | 39.9%+53.4pp | 54.9%+38.3pp | 69.5%+23.7pp |
| Annual return | 14.70% | 25.34%-10.6pp | -15.16%+29.9pp | 28.90%-14.2pp |
| Employer contribution / active EE | $5,557 | $498+1016.0% | $1,219+355.9% | $2,042+172.1% |
| Participant deferral / active EE | $4,487 | $1,028+336.3% | $1,806+148.4% | $3,169+41.6% |
| Admin fee / account holder | $229 | $299-23.3% | $2,320-90.1% | $479-52.1% |