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.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $21,055 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $8,680 |
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 | $41,561 | $69,159-39.9% | $125,175-66.8% | $67,579-38.5% |
| Participation rate | 90.6% | 78.2%+12.4pp | 79.8%+10.8pp | 71.3%+19.3pp |
| Annual return | 19.60% | 27.12%-7.5pp | 43.79%-24.2pp | 378.56%-359.0pp |
| Employer contribution / active EE | $1,492 | $2,023-26.3% | $3,865-61.4% | $2,148-30.6% |
| Participant deferral / active EE | $1,950 | $3,700-47.3% | $4,937-60.5% | $3,539-44.9% |
| Admin fee / account holder | $118 | $142-16.8% | $9,702-98.8% | $142-17.1% |