See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $27,304 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $7,814 |
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 | $38,798 | $71,666-45.9% | $117,854-67.1% | $69,631-44.3% |
| Participation rate | 85.7% | 77.5%+8.2pp | 79.7%+6.1pp | 70.7%+15.0pp |
| Annual return | 14.71% | 18.86%-4.1pp | 335.08%-320.4pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $1,364 | $1,889-27.8% | $3,786-64.0% | $2,032-32.9% |
| Participant deferral / active EE | $1,834 | $3,340-45.1% | $4,482-59.1% | $3,224-43.1% |
| Admin fee / account holder | $38 | $120-68.4% | $8,020-99.5% | $110-65.6% |