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.2 years Filed as: NEWPORT GROUP Service code 13 · EIN 27-2037969 | Contract Administrator | $8,080 |
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 | $34,905 | $50,637-31.1% | $86,590-59.7% | $62,292-44.0% |
| Participation rate | 86.2% | 67.9%+18.3pp | 73.5%+12.7pp | 69.5%+16.7pp |
| Annual return | 18.11% | 20.80%-2.7pp | 964.84%-946.7pp | 28.90%-10.8pp |
| Employer contribution / active EE | $1,993 | $2,075-3.9% | $2,839-29.8% | $2,042-2.4% |
| Participant deferral / active EE | $4,459 | $2,611+70.8% | $3,609+23.6% | $3,169+40.7% |
| Admin fee / account holder | $56 | $413-86.5% | $4,906-98.9% | $479-88.4% |