Filed January 31, 2024 (most recent of 7 filings on file)
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Participan... | $90,318 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 16 · EIN 27-4411131 | Consulting | $15,769 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $48,485 | $82,546-41.3% | $140,016-65.4% | $75,289-35.6% |
| Participation rate | 88.4% | 88.4%+0.1pp | 87.5%+0.9pp | 72.4%+16.0pp |
| Annual return | 0.50% | -0.36%+0.9pp | 651.12%-650.6pp | -0.04%+0.5pp |
| Employer contribution / active EE | $2,291 | $3,856-40.6% | $5,606-59.1% | $2,405-4.8% |
| Participant deferral / active EE | $4,283 | $5,731-25.3% | $6,927-38.2% | $3,739+14.6% |
| Admin fee / account holder | $38 | $86-55.7% | $10,705-99.6% | $102-62.8% |