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 13 · EIN 27-2037969 | Contract Administrator | $74,314 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,996 | $86,225+94.8% | $146,665+14.5% | $86,799+93.5% |
| Participation rate | 96.1% | 78.0%+18.1pp | 80.1%+16.0pp | 72.3%+23.8pp |
| Annual return | 15.86% | 31.23%-15.4pp | 22.74%-6.9pp | 97.91%-82.0pp |
| Employer contribution / active EE | $4,612 | $2,392+92.8% | $4,136+11.5% | $2,405+91.7% |
| Participant deferral / active EE | $6,181 | $4,245+45.6% | $5,506+12.3% | $4,131+49.6% |
| Admin fee / account holder | $213 | $195+9.0% | $10,280-97.9% | $170+25.6% |