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.3+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $18,514 |
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 | $46,300 | $60,545-23.5% | $92,233-49.8% | $69,631-33.5% |
| Participation rate | 92.9% | 72.2%+20.8pp | 76.5%+16.4pp | 70.7%+22.2pp |
| Annual return | 17.99% | 19.71%-1.7pp | 176.28%-158.3pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $2,965 | $2,633+12.6% | $3,679-19.4% | $2,032+45.9% |
| Participant deferral / active EE | $2,960 | $2,828+4.7% | $3,897-24.0% | $3,224-8.2% |
| Admin fee / account holder | $33 | $145-77.4% | $5,194-99.4% | $110-70.4% |