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.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $12,964 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 19 570 LEXINGTON AVE, STE 1903 · NEW YORK, NY 10022 | Securities Custodian | $0 |
THE VANGUARD GROUP, INC.8 years Service code 28 · EIN 23-1945930 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,500 | $102,317-53.6% | $146,958-67.7% | $80,856-41.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.97% | 134.76%-121.8pp | 418.34%-405.4pp | 35.59%-22.6pp |
| Employer contribution / active EE | $8,862 | $3,713+138.7% | $4,933+79.6% | $2,755+221.7% |
| Participant deferral / active EE | $8,105 | $6,644+22.0% | $8,070+0.4% | $4,296+88.7% |
| Admin fee / account holder | $60 | $7,941-99.2% | $12,998-99.5% | $6,918-99.1% |