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 15 · EIN 27-2037969 | Recordkeeping | $76,731 |
MARCUM LLP6 years Service code 10 · EIN 11-1986323 | Accounting | $49,500 |
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 | $123,207 | $70,879+73.8% | $189,557-35.0% | $79,386+55.2% |
| Participation rate | 92.3% | 68.0%+24.4pp | 78.4%+13.9pp | 70.7%+21.6pp |
| Annual return | 14.14% | 20.70%-6.6pp | 64.17%-50.0pp | 116.85%-102.7pp |
| Employer contribution / active EE | $3,271 | $1,806+81.1% | $4,412-25.9% | $2,427+34.8% |
| Participant deferral / active EE | $8,330 | $4,081+104.1% | $6,174+34.9% | $4,046+105.9% |
| Admin fee / account holder | $237 | $647-63.4% | $9,807-97.6% | $626-62.1% |