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.1 year Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 307 UNIVERSITY BOULEVARD NORTH · MOBILE, AL 36688 | Recordkeeping | $16,852 |
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 | $108,250 | $46,732+131.6% | $156,549-30.9% | $55,167+96.2% |
| Participation rate | 82.6% | 65.8%+16.8pp | 84.0%-1.4pp | 69.0%+13.6pp |
| Annual return | 4.97% | 17.72%-12.7pp | 32.23%-27.3pp | 169.23%-164.3pp |
| Employer contribution / active EE | $5,524 | $2,105+162.4% | $5,501+0.4% | $1,963+181.5% |
| Participant deferral / active EE | $2,832 | $2,204+28.5% | $4,871-41.9% | $3,054-7.3% |
| Admin fee / account holder | $14 | $418-96.8% | $13,027-99.9% | $504-97.3% |