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 12 · EIN 27-2037969 | Participant loan processing; Recordke... | $49,746 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $233,652 | $100,801+131.8% | $149,696+56.1% | $73,409+218.3% |
| Participation rate | 88.9% | 77.7%+11.2pp | 82.5%+6.5pp | 72.2%+16.8pp |
| Annual return | 17.80% | 265.34%-247.5pp | 276.60%-258.8pp | 59.29%-41.5pp |
| Employer contribution / active EE | $8,854 | $3,312+167.4% | $4,644+90.6% | $2,234+296.4% |
| Participant deferral / active EE | $12,491 | $6,404+95.0% | $6,842+82.6% | $3,805+228.2% |
| Admin fee / account holder | $120 | $181-33.9% | $9,309-98.7% | $158-24.3% |