See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $15,416 |
Service code 12 · EIN 13-3689044 | Account maintenance fees; Claims proc... | $1,959 |
Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $6,033 | $42,548-85.8% | $74,550-91.9% | $56,287-89.3% |
| Participation rate | 81.6% | 60.5%+21.1pp | 69.1%+12.4pp | 69.9%+11.7pp |
| Annual return | -4.68% | 12.40%-17.1pp | 32.53%-37.2pp | -9.96%+5.3pp |
| Employer contribution / active EE | $608 | $855-28.9% | $1,961-69.0% | $2,111-71.2% |
| Participant deferral / active EE | $1,598 | $2,277-29.8% | $3,108-48.6% | $3,350-52.3% |
| Admin fee / account holder | $98 | $467-79.0% | $5,060-98.1% | $521-81.2% |