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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.
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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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $181,582 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT GROUP CONSULTING LLC Service code 27 · EIN 20-4649925 | Advisory (Plan) | $12,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,824 | $107,459-38.7% | $135,903-51.6% | $80,160-17.9% |
| Participation rate | 97.8% | 78.0%+19.8pp | 81.9%+15.9pp | 72.9%+24.9pp |
| Annual return | 20.22% | 91.91%-71.7pp | 68.23%-48.0pp | 40.38%-20.2pp |
| Employer contribution / active EE | $3,421 | $3,877-11.8% | $4,856-29.6% | $2,978+14.9% |
| Participant deferral / active EE | $10,542 | $8,195+28.6% | $7,758+35.9% | $5,017+110.1% |
| Admin fee / account holder | $86 | $127-32.3% | $10,762-99.2% | $145-40.7% |