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.5 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Direct payment fr... | $219,903 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,482 | $47,634-4.5% | $90,404-49.7% | $90,288-49.6% |
| Participation rate | 81.4% | 67.5%+13.9pp | 72.7%+8.7pp | 73.4%+8.0pp |
| Annual return | 11.91% | 19.61%-7.7pp | 1293.02%-1281.1pp | 53.97%-42.1pp |
| Employer contribution / active EE | $2,258 | $1,749+29.1% | $3,262-30.8% | $2,524-10.6% |
| Participant deferral / active EE | $2,997 | $2,824+6.1% | $3,963-24.4% | $4,232-29.2% |
| Admin fee / account holder | $104 | $106-2.0% | $5,611-98.1% | $114-8.9% |