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 Service code 14 · EIN 27-2037969 | Plan Administrator | $12,316 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-3169253 | Bank Trustee | $5,482 |
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 | $89,675 | $50,666+77.0% | $76,817+16.7% | $65,185+37.6% |
| Participation rate | 96.9% | 68.8%+28.1pp | 72.1%+24.8pp | 70.2%+26.7pp |
| Annual return | 20.69% | 28.51%-7.8pp | 1166.11%-1145.4pp | 29.38%-8.7pp |
| Employer contribution / active EE | $3,231 | $1,575+105.1% | $2,302+40.3% | $2,177+48.4% |
| Participant deferral / active EE | $3,244 | $2,647+22.6% | $3,336-2.8% | $3,514-7.7% |
| Admin fee / account holder | $132 | $463-71.5% | $6,420-97.9% | $847-84.4% |