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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 13 · EIN 27-2037969 | Contract Administrator | $2,002 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,648 | $53,901-54.3% | $134,143-81.6% | $73,488-66.5% |
| Participation rate | 90.7% | 62.8%+27.9pp | 72.2%+18.5pp | 70.7%+20.0pp |
| Annual return | 23.49% | 15.82%+7.7pp | 36.33%-12.8pp | 28.51%-5.0pp |
| Employer contribution / active EE | $4,318 | $1,458+196.1% | $3,704+16.6% | $2,270+90.2% |
| Participant deferral / active EE | $4,893 | $2,739+78.6% | $3,499+39.8% | $3,740+30.8% |
| Admin fee / account holder | $11 | $581-98.2% | $6,684-99.8% | $513-97.9% |