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.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $23,533 |
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 | $62,663 | $55,415+13.1% | $155,509-59.7% | $74,495-15.9% |
| Participation rate | 96.0% | 61.9%+34.1pp | 78.2%+17.8pp | 67.2%+28.8pp |
| Annual return | 12.74% | 268.50%-255.8pp | 64.67%-51.9pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $2,423 | $2,267+6.9% | $4,672-48.1% | $2,623-7.6% |
| Participant deferral / active EE | $3,729 | $2,836+31.5% | $5,626-33.7% | $4,346-14.2% |
| Admin fee / account holder | $109 | $1,738-93.7% | $15,912-99.3% | $1,942-94.4% |