See peer percentile detail with Solo.
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.
See the 4-year trajectory with Solo.
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 Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $6,810 |
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping and ... | $5,455 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,898 | $122,239+55.3% | $184,203+3.1% | $74,495+154.9% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 15.12% | 19.95%-4.8pp | 28.81%-13.7pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $5,494 | $4,537+21.1% | $6,427-14.5% | $2,623+109.5% |
| Participant deferral / active EE | $14,275 | $7,139+100.0% | $9,131+56.3% | $4,346+228.5% |
| Admin fee / account holder | $100 | $1,260-92.1% | $13,901-99.3% | $1,942-94.9% |