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.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $45,839 |
HBK CPAS & CONSULTANTS1 year Filed as: HBK SORCE FINANCIAL Service code 27 · EIN 34-1925728 | Advisory (Plan) | $42,884 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,551 | $85,135-47.7% | $98,907-55.0% | $73,409-39.3% |
| Participation rate | 47.4% | 81.1%-33.7pp | 76.0%-28.6pp | 72.2%-24.8pp |
| Annual return | 56.56% | 19.14%+37.4pp | 196.43%-139.9pp | 59.29%-2.7pp |
| Employer contribution / active EE | $2,022 | $2,721-25.7% | $2,689-24.8% | $2,234-9.5% |
| Participant deferral / active EE | $2,675 | $4,349-38.5% | $4,244-37.0% | $3,805-29.7% |
| Admin fee / account holder | $244 | $139+75.0% | $6,642-96.3% | $158+54.4% |