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 4-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.2+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $93,750 |
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT TRUST COMPLANY Service code 21 · EIN 27-4411131 | Bank Trustee | $11,201 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,620 | $56,503-54.7% | $70,092-63.4% | $64,808-60.5% |
| Participation rate | 74.0% | 70.5%+3.5pp | 70.5%+3.5pp | 71.5%+2.5pp |
| Annual return | -13.95% | -13.44%-0.5pp | 190.73%-204.7pp | 32.82%-46.8pp |
| Employer contribution / active EE | $1,640 | $2,046-19.8% | $2,559-35.9% | $2,506-34.5% |
| Participant deferral / active EE | $2,662 | $3,389-21.4% | $3,849-30.8% | $4,310-38.2% |
| Admin fee / account holder | $120 | $160-25.2% | $6,267-98.1% | $188-36.1% |