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.5 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Participant loan ... | $29,548 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 12 · EIN 42-1558009 | Claims processing; Custodial (securit... | $16,487 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $165,001 | $99,957+65.1% | $149,696+10.2% | $73,488+124.5% |
| Participation rate | 93.1% | 75.7%+17.4pp | 82.5%+10.6pp | 70.7%+22.4pp |
| Annual return | 1.86% | 53.87%-52.0pp | 276.60%-274.7pp | 28.51%-26.7pp |
| Employer contribution / active EE | $1,634 | $3,191-48.8% | $4,644-64.8% | $2,270-28.0% |
| Participant deferral / active EE | $8,862 | $6,073+45.9% | $6,842+29.5% | $3,740+137.0% |
| Admin fee / account holder | $293 | $551-46.8% | $9,309-96.9% | $513-42.9% |