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.6 years Service code 14 · EIN 27-2037969 | Plan Administrator | $8,855 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $7,818 |
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 | $92,495 | $56,423+63.9% | $77,163+19.9% | $71,457+29.4% |
| Participation rate | 99.3% | 64.3%+35.0pp | 69.6%+29.7pp | 67.9%+31.4pp |
| Annual return | 15.86% | 19.05%-3.2pp | 37.87%-22.0pp | 28.85%-13.0pp |
| Employer contribution / active EE | $3,783 | $1,866+102.7% | $2,535+49.2% | $2,588+46.2% |
| Participant deferral / active EE | $4,270 | $3,142+35.9% | $3,833+11.4% | $4,289-0.4% |
| Admin fee / account holder | $101 | $1,429-92.9% | $5,472-98.2% | $1,587-93.6% |