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.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $24,185 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $19,766 |
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 | $43,837 | $78,419-44.1% | $133,956-67.3% | $73,409-40.3% |
| Participation rate | 90.0% | 78.6%+11.4pp | 79.8%+10.2pp | 72.2%+17.8pp |
| Annual return | 15.66% | 33.35%-17.7pp | 45.09%-29.4pp | 59.29%-43.6pp |
| Employer contribution / active EE | $1,642 | $2,044-19.6% | $3,919-58.1% | $2,234-26.5% |
| Participant deferral / active EE | $2,175 | $3,925-44.6% | $5,048-56.9% | $3,805-42.8% |
| Admin fee / account holder | $224 | $161+38.6% | $8,927-97.5% | $158+41.7% |