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.1 year Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $134,456 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 27 · EIN 04-2848081 | Advisory (Plan) | $30,000 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 15 | Recordkeeping | $15,453 |
RELIANCE TRUST COMPANY1 year Service code 12 · EIN 58-1428634 | Custodial (securities); Account maint... | $12,342 |
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 | $14,105 | $34,495-59.1% | $78,689-82.1% | $63,975-78.0% |
| Participation rate | 81.9% | 60.8%+21.1pp | 73.6%+8.4pp | 71.1%+10.8pp |
| Annual return | 7.81% | 11.62%-3.8pp | 62.18%-54.4pp | 48.65%-40.8pp |
| Employer contribution / active EE | $1,065 | $1,398-23.8% | $2,851-62.6% | $2,182-51.2% |
| Participant deferral / active EE | $1,318 | $2,100-37.3% | $3,517-62.5% | $3,356-60.7% |
| Admin fee / account holder | $166 | $68+144.4% | $4,510-96.3% | $70+135.9% |