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 13 · EIN 27-2037969 | Contract Administrator | $121,802 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,943 | $73,404-19.7% | $87,100-32.3% | $67,579-12.8% |
| Participation rate | 97.2% | 80.9%+16.3pp | 76.9%+20.3pp | 71.3%+25.9pp |
| Annual return | 44.73% | 48.29%-3.6pp | 28.19%+16.5pp | 378.56%-333.8pp |
| Employer contribution / active EE | $2,683 | $2,014+33.2% | $2,521+6.4% | $2,148+24.9% |
| Participant deferral / active EE | $5,061 | $3,913+29.4% | $4,049+25.0% | $3,539+43.0% |
| Admin fee / account holder | $146 | $142+3.3% | $7,497-98.0% | $142+2.8% |