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 9-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 |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $126,987 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP CONSULTING, LLC Service code 27 · EIN 20-4649925 | Advisory (Plan) | $25,000 |
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 | $59,830 | $101,523-41.1% | $141,162-57.6% | $77,787-23.1% |
| Participation rate | 96.4% | 77.4%+19.0pp | 82.5%+13.9pp | 73.2%+23.2pp |
| Annual return | 29.44% | 56.22%-26.8pp | 71.39%-42.0pp | 32.57%-3.1pp |
| Employer contribution / active EE | $2,669 | $3,341-20.1% | $4,735-43.6% | $2,504+6.6% |
| Participant deferral / active EE | $9,119 | $6,434+41.7% | $6,709+35.9% | $3,967+129.8% |
| Admin fee / account holder | $103 | $92+12.1% | $10,261-99.0% | $100+2.5% |