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 10-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 GROUP Service code 15 · EIN 27-2037969 | Recordkeeping | $10,323 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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 | $92,972 | $64,909+43.2% | $82,313+12.9% | $62,292+49.3% |
| Participation rate | 75.2% | 74.9%+0.4pp | 76.9%-1.7pp | 69.5%+5.7pp |
| Annual return | 17.47% | 21.18%-3.7pp | 25.88%-8.4pp | 28.90%-11.4pp |
| Employer contribution / active EE | $2,146 | $1,676+28.0% | $2,428-11.6% | $2,042+5.1% |
| Participant deferral / active EE | $3,969 | $3,103+27.9% | $3,706+7.1% | $3,169+25.3% |
| Admin fee / account holder | $19 | $440-95.8% | $5,608-99.7% | $479-96.1% |