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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.
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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.1 year Service code 12 · EIN 27-2037969 | Direct payment from the plan; Recordk... | $65,973 |
Service code 27 35 EAST WACKER DRIVE 24TH FLOOR · CHICAGO, IL 60601 | Advisory (Plan) | $15,669 |
HUNGERFORD NICHOLS2+ years Service code 10 · EIN 38-2184825 | Accounting | $9,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,222 | $41,281-51.0% | $109,313-81.5% | $57,658-64.9% |
| Participation rate | 56.3% | 59.3%-3.0pp | 71.3%-15.0pp | 70.2%-13.9pp |
| Annual return | 8.04% | 8.97%-0.9pp | 22.07%-14.0pp | 5.13%+2.9pp |
| Employer contribution / active EE | $742 | $1,201-38.3% | $3,892-80.9% | $1,974-62.4% |
| Participant deferral / active EE | $1,069 | $2,223-51.9% | $3,166-66.3% | $3,061-65.1% |
| Admin fee / account holder | $185 | $75+145.8% | $5,666-96.7% | $95+95.7% |