See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $26,164 |
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 | $66,906 | $122,584-45.4% | $101,794-34.3% | - |
| Participation rate | 92.0% | 55.7%+36.2pp | 69.2%+22.8pp | - |
| Annual return | 16.00% | 12.44%+3.6pp | 30.53%-14.5pp | - |
| Employer contribution / active EE | $1,190 | $779+52.9% | $2,289-48.0% | - |
| Participant deferral / active EE | $4,052 | $2,994+35.3% | $4,084-0.8% | - |
| Admin fee / account holder | $93 | $4,622-98.0% | $8,777-98.9% | - |