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 | Claims processing; Direct payment fro... | $105,918 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP, INC Service code 15 | Recordkeeping | $34,789 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES, LLC Service code 27 · EIN 04-2848081 | Advisory (Plan) | $30,000 |
CARAS & SHULMAN, PC1 year Service code 10 · EIN 04-2629080 | Accounting | $22,305 |
RELIANCE TRUST COMPANY2 years Service code 12 · EIN 58-1428634 | Custodial (securities); Account maint... | $12,080 |
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 | $15,552 | $46,100-66.3% | $86,590-82.0% | $69,631-77.7% |
| Participation rate | 91.6% | 67.2%+24.5pp | 73.5%+18.1pp | 70.7%+21.0pp |
| Annual return | 15.50% | 21.02%-5.5pp | 964.84%-949.3pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $1,381 | $1,850-25.3% | $2,839-51.4% | $2,032-32.0% |
| Participant deferral / active EE | $1,653 | $2,432-32.0% | $3,609-54.2% | $3,224-48.7% |
| Admin fee / account holder | $149 | $94+58.6% | $4,906-97.0% | $110+34.8% |