Filed October 7, 2021 (most recent of 3 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.8 years Filed as: NEWPORT GROUP / NEWPORT TRUST CO. Service code 15 13925 BALLANTYNE CORPORATE PLACE · CHARLOTTE, NC 28277 | Recordkeeping | $138,446 |
PENSION BENEFIT CONSULTANTS10+ years Service code 15 201 FOURTH STREET, SUITE 202 · OAKLAND, CA 94607 | Recordkeeping | $69,450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,277 | $53,136+124.5% | $155,509-23.3% | $199,593-40.2% |
| Participation rate | 98.4% | 64.1%+34.4pp | 78.2%+20.3pp | 72.0%+26.5pp |
| Annual return | 13.74% | 41.15%-27.4pp | 64.67%-50.9pp | 34.25%-20.5pp |
| Employer contribution / active EE | $8,049 | $1,851+334.8% | $4,672+72.3% | $3,034+165.3% |
| Participant deferral / active EE | $7,474 | $3,161+136.5% | $5,626+32.8% | $5,087+46.9% |
| Admin fee / account holder | $142 | $185-23.6% | $15,912-99.1% | $269-47.3% |