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 | $60,659 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL, NICOLAUS & COMPANY, INC. Service code 27 · EIN 43-0538770 8900 KEYSTONE CROSSING · INDIANAPOLIS, IN 46240 | Advisory (Plan) | $37,022 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,635 | $70,879+101.2% | $189,557-24.8% | $79,386+79.7% |
| Participation rate | 96.2% | 68.0%+28.2pp | 78.4%+17.7pp | 70.7%+25.5pp |
| Annual return | 16.32% | 20.70%-4.4pp | 64.17%-47.8pp | 116.85%-100.5pp |
| Employer contribution / active EE | $5,828 | $1,806+222.6% | $4,412+32.1% | $2,427+140.1% |
| Participant deferral / active EE | $11,366 | $4,081+178.5% | $6,174+84.1% | $4,046+180.9% |
| Admin fee / account holder | $660 | $647+1.9% | $9,807-93.3% | $626+5.3% |