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.7 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Claims ... | $279,817 |
MMA SECURITIES LLC7 years Filed as: MMA SECURITIES, LLC Service code 26 · EIN 04-2848081 | Advisory (Participants) | $30,000 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (directed); Trustee (individu... | $7,524 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,743 | $43,113-63.5% | $82,719-81.0% | $77,904-79.8% |
| Participation rate | 60.2% | 63.8%-3.7pp | 72.6%-12.4pp | 73.7%-13.5pp |
| Annual return | -16.76% | 2.60%-19.4pp | 701.18%-717.9pp | 12.21%-29.0pp |
| Employer contribution / active EE | $1,070 | $1,924-44.4% | $3,009-64.4% | $2,848-62.4% |
| Participant deferral / active EE | $1,381 | $3,057-54.8% | $4,395-68.6% | $4,806-71.3% |
| Admin fee / account holder | $149 | $102+46.1% | $5,329-97.2% | $133+12.7% |