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.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $29,392 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $7,668 |
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 | $37,270 | $62,267-40.1% | $110,238-66.2% | $55,725-33.1% |
| Participation rate | 88.3% | 78.1%+10.2pp | 79.8%+8.5pp | 70.9%+17.4pp |
| Annual return | -5.55% | -1.07%-4.5pp | 314.74%-320.3pp | 244.93%-250.5pp |
| Employer contribution / active EE | $1,483 | $1,941-23.6% | $3,826-61.3% | $2,078-28.7% |
| Participant deferral / active EE | $1,986 | $3,516-43.5% | $4,672-57.5% | $3,356-40.8% |
| Admin fee / account holder | $111 | $121-8.6% | $8,547-98.7% | $115-4.1% |