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.4 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $29,972 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,844 | $89,652-61.1% | $141,162-75.3% | $65,185-46.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 19.88% | 32.79%-12.9pp | 71.39%-51.5pp | 29.38%-9.5pp |
| Employer contribution / active EE | $1,282 | $3,065-58.2% | $4,735-72.9% | $2,177-41.1% |
| Participant deferral / active EE | $1,169 | $5,691-79.5% | $6,709-82.6% | $3,514-66.7% |
| Admin fee / account holder | $107 | $569-81.2% | $10,261-99.0% | $847-87.4% |