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 9-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.1 year Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 | Recordkeeping | $19,889 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,483 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,657 | $48,261-67.6% | $68,793-77.2% | $55,725-71.9% |
| Participation rate | 91.7% | 71.0%+20.7pp | 72.2%+19.5pp | 70.9%+20.9pp |
| Annual return | -5.80% | -2.61%-3.2pp | -4.63%-1.2pp | 244.93%-250.7pp |
| Employer contribution / active EE | $2,222 | $1,742+27.6% | $2,625-15.3% | $2,078+6.9% |
| Participant deferral / active EE | $1,932 | $2,712-28.7% | $3,311-41.6% | $3,356-42.4% |
| Admin fee / account holder | $62 | $126-51.0% | $5,131-98.8% | $115-46.3% |