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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+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $58,298 |
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 | $14,362 | $36,916-61.1% | $156,549-90.8% | $57,658-75.1% |
| Participation rate | 86.3% | 63.4%+22.9pp | 84.0%+2.3pp | 70.2%+16.1pp |
| Annual return | 7.83% | 12.38%-4.6pp | 32.23%-24.4pp | 5.13%+2.7pp |
| Employer contribution / active EE | $843 | $1,571-46.3% | $5,501-84.7% | $1,974-57.3% |
| Participant deferral / active EE | $1,037 | $1,926-46.2% | $4,871-78.7% | $3,061-66.1% |
| Admin fee / account holder | $75 | $82-9.4% | $13,027-99.4% | $95-20.9% |