See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 15 · EIN 27-2037969 | Recordkeeping | $3,897 |
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 | $63,943 | $53,127+20.4% | $86,590-26.2% | $70,131-8.8% |
| Participation rate | 86.0% | 65.3%+20.7pp | 73.5%+12.5pp | 69.5%+16.5pp |
| Annual return | 20.64% | 27.66%-7.0pp | 964.84%-944.2pp | 73.14%-52.5pp |
| Employer contribution / active EE | $4,363 | $2,068+111.0% | $2,839+53.7% | $2,342+86.3% |
| Participant deferral / active EE | $6,485 | $2,696+140.5% | $3,609+79.7% | $3,332+94.6% |
| Admin fee / account holder | $33 | $3,585-99.1% | $4,906-99.3% | $4,645-99.3% |