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 9-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.6+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $50,452 |
Filed as: PROCOURSE FIDUCIARY ADVISORS Service code 27 · EIN 15-5291215 | Advisory (Plan) | $31,250 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Custodial (securities); Claims proces... | $8,570 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,811 | $56,485+2.3% | $185,823-68.9% | $86,799-33.4% |
| Participation rate | 38.0% | 65.5%-27.5pp | 81.7%-43.7pp | 72.3%-34.3pp |
| Annual return | 14.75% | 118.04%-103.3pp | 122.05%-107.3pp | 97.91%-83.2pp |
| Employer contribution / active EE | $654 | $1,843-64.5% | $5,167-87.4% | $2,405-72.8% |
| Participant deferral / active EE | $2,035 | $2,553-20.3% | $5,568-63.5% | $4,131-50.7% |
| Admin fee / account holder | $186 | $150+24.4% | $16,237-98.9% | $170+9.8% |