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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.9 years Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 | Recordkeeping | $12,633 |
LORING WARD HOLDINGS INC5 years Service code 27 · EIN 95-4699118 | Advisory (Plan) | $11,246 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,541 | $45,031+32.2% | $84,966-29.9% | $77,643-23.3% |
| Participation rate | 28.2% | 48.7%-20.5pp | 67.5%-39.3pp | 70.6%-42.4pp |
| Annual return | 12.82% | 79.22%-66.4pp | 66.38%-53.6pp | 31.24%-18.4pp |
| Employer contribution / active EE | $712 | $1,609-55.7% | $2,727-73.9% | $2,726-73.9% |
| Participant deferral / active EE | $2,011 | $2,807-28.4% | $4,519-55.5% | $4,647-56.7% |
| Admin fee / account holder | $158 | $912-82.7% | $6,149-97.4% | $430-63.3% |