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.5 years Service code 12 · EIN 27-2037969 | Claims processing; Direct payment fro... | $139,129 |
MMA SECURITIES LLC5 years Filed as: MMA SECURITIES, LLC Service code 26 · EIN 04-2848081 | Advisory (Participants) | $22,627 |
RELIANCE TRUST COMPANY5 years Service code 19 · EIN 58-1428634 | Securities Custodian | $8,314 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,388 | $47,634-71.9% | $90,404-85.2% | $90,288-85.2% |
| Participation rate | 55.8% | 67.5%-11.7pp | 72.7%-16.9pp | 73.4%-17.5pp |
| Annual return | 13.74% | 19.61%-5.9pp | 1293.02%-1279.3pp | 53.97%-40.2pp |
| Employer contribution / active EE | $816 | $1,749-53.3% | $3,262-75.0% | $2,524-67.7% |
| Participant deferral / active EE | $993 | $2,824-64.9% | $3,963-75.0% | $4,232-76.5% |
| Admin fee / account holder | $75 | $106-28.8% | $5,611-98.7% | $114-33.8% |