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.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $133,652 |
CENTRAL DATA SERVICES7 years Service code 13 · EIN 25-1352803 | Contract Administrator | $52,982 |
ANDCO CONSULTING1 year Filed as: ANDCO CONSULTING, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $40,000 |
DICLAUDIO & KRAMER, LLC7 years Service code 10 · EIN 27-0889793 | Accounting | $15,534 |
JUBELIRER PASS & INTRIERI P.C.8+ years Filed as: JUBELIRER PASS & INTRIERI, P.C. Service code 29 · EIN 25-1340770 | Legal | $13,475 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,568 | $106,236-42.0% | $112,228-45.1% | $64,808-5.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -16.49% | -6.02%-10.5pp | 27.45%-43.9pp | 32.82%-49.3pp |
| Employer contribution / active EE | $3,969 | $3,166+25.4% | $3,635+9.2% | $2,506+58.4% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $202 | $452-55.2% | $6,410-96.8% | $188+7.6% |