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 | Contract Administrator | $23,035 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $21,508 |
SAGEPOINT FINANCIAL INC1 year Filed as: SAGEPOINT FINANCIAL Service code 28 103 PARK ST · LEWISTON, ME 04240 | Investment Management | $8,804 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,491 | $130,194-36.6% | $169,993-51.5% | $71,457+15.4% |
| Participation rate | 64.8% | 86.1%-21.4pp | 87.0%-22.2pp | 67.9%-3.1pp |
| Annual return | 18.13% | 20.37%-2.2pp | 53.37%-35.2pp | 28.85%-10.7pp |
| Employer contribution / active EE | $1,956 | $4,381-55.3% | $6,785-71.2% | $2,588-24.4% |
| Participant deferral / active EE | $4,607 | $6,923-33.5% | $10,408-55.7% | $4,289+7.4% |
| Admin fee / account holder | $445 | $966-54.0% | $12,815-96.5% | $1,587-72.0% |