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 |
|---|---|---|
Filed as: UBS Service code 26 100 CRESCENT COURT, · DALLAS, TX 75211 | Advisory (Participants) | $20,000 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $10,578 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $8,177 |
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 | $126,670 | $102,553+23.5% | $151,611-16.5% | $66,914+89.3% |
| Participation rate | 90.4% | 85.5%+4.9pp | 87.5%+2.9pp | 69.8%+20.6pp |
| Annual return | -16.57% | -10.82%-5.7pp | 3.33%-19.9pp | 1.58%-18.2pp |
| Employer contribution / active EE | $18,530 | $4,180+343.3% | $6,166+200.5% | $2,544+628.3% |
| Participant deferral / active EE | $12,957 | $6,641+95.1% | $8,363+54.9% | $4,237+205.8% |
| Admin fee / account holder | $233 | $630-62.9% | $11,616-98.0% | $593-60.6% |