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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 |
|---|---|---|
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $25,271 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $23,722 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,066 | $99,078-39.4% | $96,544-37.8% | $74,419-19.3% |
| Participation rate | 46.1% | 80.7%-34.5pp | 76.0%-29.8pp | 70.7%-24.6pp |
| Annual return | 16.40% | 22.48%-6.1pp | 25.84%-9.4pp | 34.38%-18.0pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $2,965-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,927 | $4,933-60.9% | $4,851-60.3% | $4,528-57.4% |
| Admin fee / account holder | $206 | $225-8.4% | $8,252-97.5% | $348-40.8% |