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.1+ years Service code 13 · EIN 27-2037969 35 IRON POINT CIRCLE, SUITE 100 · FOLSOM, CA 95630 | Contract Administrator | $8,138 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,940 | $75,183-52.2% | $123,892-71.0% | $55,167-34.9% |
| Participation rate | 18.4% | 72.8%-54.4pp | 81.4%-63.0pp | 69.0%-50.6pp |
| Annual return | 7.27% | 19.01%-11.7pp | 47.52%-40.2pp | 169.23%-162.0pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,585 | $5,084-68.8% | $5,984-73.5% | $3,054-48.1% |
| Admin fee / account holder | $121 | $663-81.7% | $8,357-98.5% | $504-75.9% |