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.3+ years Service code 12 · EIN 27-2037969 | Claims processing; Direct payment fro... | $74,878 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 12 | Trustee (bank, trust company, or simi... | $46,915 |
Service code 27 35 EAST WACKER DRIVE · CHICAGO, IL 60601 | Advisory (Plan) | $9,372 |
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 | $54,518 | $62,267-12.4% | $110,238-50.5% | $55,725-2.2% |
| Participation rate | 98.4% | 78.1%+20.3pp | 79.8%+18.6pp | 70.9%+27.6pp |
| Annual return | -4.72% | -1.07%-3.6pp | 314.74%-319.5pp | 244.93%-249.6pp |
| Employer contribution / active EE | $2,867 | $1,941+47.7% | $3,826-25.1% | $2,078+38.0% |
| Participant deferral / active EE | $5,219 | $3,516+48.4% | $4,672+11.7% | $3,356+55.5% |
| Admin fee / account holder | $72 | $121-40.3% | $8,547-99.2% | $115-37.4% |