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.2 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $45,368 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES Service code 27 1000 HARBOR BLVD., 5TH FLOOR · WEEHAWKEN, NJ 07086 | Advisory (Plan) | $43,620 |
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 | $70,961 | $155,795-54.5% | $136,294-47.9% | $69,631+1.9% |
| Participation rate | 90.2% | 75.2%+15.0pp | 81.9%+8.3pp | 70.7%+19.5pp |
| Annual return | 20.90% | 232464.33%-232443.4pp | 5155.94%-5135.0pp | 27571.02%-27550.1pp |
| Employer contribution / active EE | $1,183 | $2,991-60.4% | $4,695-74.8% | $2,032-41.8% |
| Participant deferral / active EE | $8,191 | $5,394+51.9% | $6,247+31.1% | $3,224+154.1% |
| Admin fee / account holder | $244 | $128+90.3% | $9,243-97.4% | $110+121.0% |