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.5+ years Service code 13 · EIN 27-2037969 35 IRON POINT CIRCLE · FOLSOM, CA 95630 | Contract Administrator | $6,003 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,891 | $99,957-44.1% | $149,696-62.7% | $73,488-23.9% |
| Participation rate | 15.0% | 75.7%-60.7pp | 82.5%-67.5pp | 70.7%-55.7pp |
| Annual return | 9.98% | 53.87%-43.9pp | 276.60%-266.6pp | 28.51%-18.5pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,803 | $6,073-70.3% | $6,842-73.6% | $3,740-51.8% |
| Admin fee / account holder | $109 | $551-80.2% | $9,309-98.8% | $513-78.7% |