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.3+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $59,272 |
HAGAN NEWKIRK FINANCIAL SERVICES3+ years Service code 26 6325 RANCH DRIVE · LITTLE ROCK, AR 72223 | Advisory (Participants) | $30,368 |
NEWPORT GROUP, INC.3+ years Filed as: NEWPORT TRUST COMPANY Service code 18 · EIN 27-4411131 | Trustee (discretionary); Custodial (o... | $8,685 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,345 | $88,515-35.2% | $162,163-64.6% | $67,579-15.1% |
| Participation rate | 95.0% | 86.8%+8.2pp | 87.6%+7.5pp | 71.3%+23.8pp |
| Annual return | 17.34% | 27.04%-9.7pp | 115.59%-98.3pp | 378.56%-361.2pp |
| Employer contribution / active EE | $2,866 | $3,563-19.6% | $5,614-48.9% | $2,148+33.5% |
| Participant deferral / active EE | $3,758 | $5,724-34.3% | $7,298-48.5% | $3,539+6.2% |
| Admin fee / account holder | $211 | $124+70.6% | $10,843-98.1% | $142+48.3% |