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.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $27,935 |
PEOPLE'S UNITED BANK7+ years Service code 13 · EIN 06-1213065 | Contract Administrator | $27,587 |
LPL FINANCIAL1 year Service code 26 701 GREEN VALLEY RD · GREENSBORO, NC 27408 | Advisory (Participants) | $7,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,067 | $59,584-9.3% | $86,874-37.8% | $79,386-31.9% |
| Participation rate | 71.9% | 67.7%+4.2pp | 71.6%+0.3pp | 70.7%+1.2pp |
| Annual return | 15.19% | 23.15%-8.0pp | 63.52%-48.3pp | 116.85%-101.7pp |
| Employer contribution / active EE | $1,331 | $1,768-24.7% | $2,495-46.7% | $2,427-45.2% |
| Participant deferral / active EE | $3,749 | $3,036+23.5% | $3,699+1.3% | $4,046-7.3% |
| Admin fee / account holder | $260 | $604-56.9% | $5,828-95.5% | $626-58.4% |