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.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $23,298 |
FOCUSED WEALTH MANAGEMENT3 years Service code 26 11 OLD BALMVILLE RD · NEWBURGH, NY 12550 | Advisory (Participants) | $19,080 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,177 | $61,272-70.3% | $149,673-87.9% | $71,457-74.6% |
| Participation rate | 83.4% | 62.5%+20.9pp | 78.8%+4.7pp | 67.9%+15.5pp |
| Annual return | 14.65% | 35.85%-21.2pp | 134.42%-119.8pp | 28.85%-14.2pp |
| Employer contribution / active EE | $3,466 | $2,378+45.8% | $4,818-28.0% | $2,588+34.0% |
| Participant deferral / active EE | $0 | $2,917-100.0% | $5,680-100.0% | $4,289-100.0% |
| Admin fee / account holder | $140 | $1,261-88.9% | $13,210-98.9% | $1,587-91.2% |