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 8-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 15 · EIN 27-2037969 | Recordkeeping | $45,671 |
HAGAN NEWKIRK FINANCIAL SERVICES2+ years Service code 26 6325 RANCH DRIVE · LITTLE ROCK, AR 72223 | Advisory (Participants) | $27,926 |
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT TRUST COMPANY Service code 18 · EIN 27-3169253 | Trustee (discretionary); Custodial (o... | $8,558 |
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 | $53,646 | $80,005-32.9% | $140,016-61.7% | $55,725-3.7% |
| Participation rate | 94.0% | 87.0%+7.0pp | 87.5%+6.5pp | 70.9%+23.1pp |
| Annual return | -3.42% | 0.46%-3.9pp | 651.12%-654.5pp | 244.93%-248.4pp |
| Employer contribution / active EE | $2,764 | $3,403-18.8% | $5,606-50.7% | $2,078+33.0% |
| Participant deferral / active EE | $3,530 | $5,264-32.9% | $6,927-49.0% | $3,356+5.2% |
| Admin fee / account holder | $199 | $116+72.4% | $10,705-98.1% | $115+73.1% |