Filed June 1, 2018 (most recent of 3 filings on file)
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.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $20,942 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,854 | $136,307-59.0% | $177,821-68.6% | $73,488-24.0% |
| Participation rate | 92.4% | 86.1%+6.3pp | 87.7%+4.7pp | 70.7%+21.8pp |
| Annual return | 27.25% | 18.68%+8.6pp | 48.32%-21.1pp | 28.51%-1.3pp |
| Employer contribution / active EE | $4,281 | $3,712+15.3% | $5,918-27.7% | $2,270+88.6% |
| Participant deferral / active EE | $2,359 | $5,829-59.5% | $7,714-69.4% | $3,740-36.9% |
| Admin fee / account holder | $128 | $596-78.5% | $12,427-99.0% | $513-75.0% |