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 |
|---|---|---|
HUNTINGTON NATIONAL BANK3 years Service code 27 415 S HIGH ST · COLUMBUS, OH 43215 | Advisory (Plan) | $49,746 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 13 300 PRIMERA BLVD, STE 200 · LAKE MARY, FL 32746 | Contract Administrator | $5,825 |
Filed as: EMPOWER ANNITY INS COMP OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWWOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,450 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,130 | $86,655+12.1% | $119,609-18.8% | $66,914+45.2% |
| Participation rate | 96.4% | 75.6%+20.8pp | 79.3%+17.1pp | 69.8%+26.6pp |
| Annual return | -14.71% | -8.00%-6.7pp | -14.97%+0.3pp | 1.58%-16.3pp |
| Employer contribution / active EE | $1,435 | $2,536-43.4% | $4,232-66.1% | $2,544-43.6% |
| Participant deferral / active EE | $5,546 | $4,358+27.3% | $5,602-1.0% | $4,237+30.9% |
| Admin fee / account holder | $236 | $755-68.7% | $10,323-97.7% | $593-60.2% |