Filed October 29, 2020
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.2+ years Service code 50 · EIN 27-2037969 | Direct Payment | $0 |
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 | $33,171 | $55,453-40.2% | $170,442-80.5% | $62,292-46.7% |
| Participation rate | 79.1% | 66.4%+12.7pp | 83.6%-4.5pp | 69.5%+9.6pp |
| Annual return | 17.29% | 21.38%-4.1pp | 205.93%-188.6pp | 28.90%-11.6pp |
| Employer contribution / active EE | $3,325 | $2,164+53.7% | $5,433-38.8% | $2,042+62.8% |
| Participant deferral / active EE | $1,531 | $2,303-33.5% | $4,939-69.0% | $3,169-51.7% |
| Admin fee / account holder | $36 | $455-92.1% | $13,880-99.7% | $479-92.5% |