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.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $102,708 |
MEYER, UNKOVIC & SCOTT6+ years Service code 29 · EIN 25-1344985 | Legal | $56,830 |
CENTRAL DATA SERVICES1 year Filed as: CENTRAL DATA SERVICES, INC. Service code 13 · EIN 25-1352803 | Contract Administrator | $36,000 |
DICLAUDIO & KRAMER, LLC6+ years Service code 10 · EIN 27-0889793 | Accounting | $24,376 |
ANDCO CONSULTING4 years Filed as: ANDCO CONSULTING, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $24,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,791 | $91,517-33.6% | $101,248-40.0% | $73,409-17.2% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 13.95% | 17.17%-3.2pp | 46.47%-32.5pp | 59.29%-45.3pp |
| Employer contribution / active EE | $5,480 | $2,877+90.5% | $3,660+49.7% | $2,234+145.3% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $199 | $216-7.8% | $5,945-96.7% | $158+26.0% |