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 |
|---|---|---|
Service code 12 · EIN 84-1477138 | Claims processing; Direct payment fro... | $2,110 |
NEWPORT GROUP, INC.2 years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Direct payment from the plan; Float r... | $1,278 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,083 | $99,957-45.9% | $149,696-63.9% | $73,488-26.4% |
| Participation rate | 87.3% | 75.7%+11.6pp | 82.5%+4.8pp | 70.7%+16.6pp |
| Annual return | 67.12% | 53.87%+13.3pp | 276.60%-209.5pp | 28.51%+38.6pp |
| Employer contribution / active EE | $2,091 | $3,191-34.5% | $4,644-55.0% | $2,270-7.9% |
| Participant deferral / active EE | $5,656 | $6,073-6.9% | $6,842-17.3% | $3,740+51.3% |
| Admin fee / account holder | $20 | $551-96.4% | $9,309-99.8% | $513-96.1% |