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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.
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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 Service code 15 | Recordkeeping | $32,108 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP INC. Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $4,367 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,112 | $36,916-83.4% | $156,549-96.1% | $57,658-89.4% |
| Participation rate | 99.7% | 63.4%+36.3pp | 84.0%+15.7pp | 70.2%+29.5pp |
| Annual return | 6.79% | 12.38%-5.6pp | 32.23%-25.4pp | 5.13%+1.7pp |
| Employer contribution / active EE | $108 | $1,571-93.1% | $5,501-98.0% | $1,974-94.5% |
| Participant deferral / active EE | $1,304 | $1,926-32.3% | $4,871-73.2% | $3,061-57.4% |
| Admin fee / account holder | $11 | $82-87.3% | $13,027-99.9% | $95-88.9% |