See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 12 · EIN 27-2037969 | Participant loan processing; Direct p... | $56,544 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,558 | $85,202-46.5% | $172,739-73.6% | $72,985-37.6% |
| Participation rate | 89.5% | 70.1%+19.4pp | 82.6%+6.8pp | 69.5%+20.0pp |
| Annual return | 16.94% | 27.32%-10.4pp | 802.84%-785.9pp | 81.00%-64.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,695 | $3,260+105.4% | $5,198+28.8% | $3,607+85.6% |
| Admin fee / account holder | $258 | $5,884-95.6% | $13,954-98.1% | $5,124-95.0% |