Filed July 31, 2024 (most recent of 2 filings on file)
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.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $39,283 |
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 | $140,103 | $104,475+34.1% | $159,436-12.1% | $79,386+76.5% |
| Participation rate | 95.8% | 76.6%+19.2pp | 82.8%+13.0pp | 70.7%+25.1pp |
| Annual return | 14.85% | 67.95%-53.1pp | 263.57%-248.7pp | 116.85%-102.0pp |
| Employer contribution / active EE | $2,327 | $3,417-31.9% | $4,829-51.8% | $2,427-4.1% |
| Participant deferral / active EE | $7,937 | $6,467+22.7% | $7,352+8.0% | $4,046+96.2% |
| Admin fee / account holder | $124 | $711-82.6% | $10,799-98.9% | $626-80.3% |