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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.2 years Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping and ... | $68,220 |
Service code 27 35 EAST WACKER DRIVE 24TH FLOOR · CHICAGO, IL 60601 | Advisory (Plan) | $17,845 |
HUNGERFORD NICHOLS3+ years Service code 10 · EIN 38-2184825 | Accounting | $10,200 |
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 | $23,386 | $45,324-48.4% | $122,332-80.9% | $69,631-66.4% |
| Participation rate | 58.9% | 59.9%-1.1pp | 71.6%-12.7pp | 70.7%-11.8pp |
| Annual return | 16.07% | 25.35%-9.3pp | 30.27%-14.2pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $761 | $1,230-38.1% | $4,050-81.2% | $2,032-62.5% |
| Participant deferral / active EE | $1,135 | $2,367-52.1% | $3,287-65.5% | $3,224-64.8% |
| Admin fee / account holder | $174 | $87+99.7% | $5,478-96.8% | $110+57.4% |