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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.
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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 |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $7,999 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,169 | $59,159-64.2% | $159,960-86.8% | $66,914-68.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 78.0%+22.0pp | 69.8%+30.2pp |
| Annual return | -14.22% | -12.26%-2.0pp | 408.60%-422.8pp | 1.58%-15.8pp |
| Employer contribution / active EE | $3,609 | $1,983+82.0% | $4,226-14.6% | $2,544+41.9% |
| Participant deferral / active EE | $7,057 | $4,395+60.6% | $6,182+14.1% | $4,237+66.6% |
| Admin fee / account holder | $56 | $591-90.5% | $8,698-99.4% | $593-90.6% |