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.1 year Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping and ... | $35,612 |
MENGEL, METZGER, BARR & CO. LLP2+ years Filed as: MENGEL, METZGER, BARR AND CO. LLP Service code 10 · EIN 16-1092347 | Accounting | $9,000 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 12 · EIN 42-1558009 | Claims processing; Account maintenanc... | $7,426 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $160,019 | $76,552+109.0% | $123,892+29.2% | $62,891+154.4% |
| Participation rate | 90.8% | 73.0%+17.8pp | 81.4%+9.4pp | 69.3%+21.5pp |
| Annual return | 14.14% | 18.68%-4.5pp | 47.52%-33.4pp | 20.14%-6.0pp |
| Employer contribution / active EE | $1,390 | $2,883-51.8% | $4,617-69.9% | $2,281-39.1% |
| Participant deferral / active EE | $7,824 | $4,840+61.7% | $5,984+30.7% | $3,203+144.3% |
| Admin fee / account holder | $308 | $4,826-93.6% | $8,357-96.3% | $4,296-92.8% |