Filed December 16, 2022
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 9-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.1 year Filed as: NEWPORT GROUP INC Service code 15 | Recordkeeping | $20,096 |
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT GROUP, INC Service code 12 · EIN 27-2037969 | Recordkeeping fees; Direct payment fr... | $4,096 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $1,502 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $74,957 | $190,225-60.6% | $117,854-36.4% | - |
| Participation rate | 0.0% | 74.9%-74.9pp | 79.7%-79.7pp | - |
| Annual return | 14.69% | 90.66%-76.0pp | 335.08%-320.4pp | - |
| Employer contribution / active EE | $0 | $1,779-100.0% | $3,786-100.0% | - |
| Participant deferral / active EE | $0 | $3,327-100.0% | $4,482-100.0% | - |
| Admin fee / account holder | $224 | $9,756-97.7% | $8,020-97.2% | - |