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.1 year Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping and ... | $10,864 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,652 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $5,289 | $57,103-90.7% | $87,507-94.0% | $57,658-90.8% |
| Participation rate | 97.5% | 64.3%+33.1pp | 73.8%+23.6pp | 70.2%+27.2pp |
| Annual return | 12.15% | 12.71%-0.6pp | 12.21%-0.1pp | 5.13%+7.0pp |
| Employer contribution / active EE | $1,126 | $1,107+1.7% | $2,550-55.8% | $1,974-42.9% |
| Participant deferral / active EE | $1,081 | $2,250-52.0% | $3,149-65.7% | $3,061-64.7% |
| Admin fee / account holder | $23 | $281-91.7% | $4,221-99.4% | $95-75.4% |