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.8 years Service code 13 · EIN 27-2037969 | Contract Administrator | $46,083 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 28 · EIN 74-2794194 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Investment Management | $33,203 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (directed); Trustee (individu... | $5,312 |
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 | $39,557 | $47,126-16.1% | $149,673-73.6% | $74,419-46.8% |
| Participation rate | 59.0% | 63.4%-4.4pp | 78.8%-19.7pp | 70.7%-11.7pp |
| Annual return | 13.50% | 22.75%-9.3pp | 134.42%-120.9pp | 34.38%-20.9pp |
| Employer contribution / active EE | $1,168 | $1,905-38.7% | $4,818-75.8% | $2,637-55.7% |
| Participant deferral / active EE | $2,058 | $2,728-24.5% | $5,680-63.8% | $4,528-54.5% |
| Admin fee / account holder | $234 | $343-31.8% | $13,210-98.2% | $348-32.8% |