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 13 · EIN 27-2037969 | Contract Administrator | $60,934 |
HUNTINGTON NATIONAL BANK1 year Filed as: HUNTINGTON BANK Service code 26 3421 RIDGEWOOD RD. · FAIRLAWN, OH 44333 | Advisory (Participants) | $47,337 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $11,834 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,714 | $47,126+31.0% | $149,673-58.8% | $74,419-17.1% |
| Participation rate | 57.7% | 63.4%-5.7pp | 78.8%-21.0pp | 70.7%-13.0pp |
| Annual return | 18.42% | 22.75%-4.3pp | 134.42%-116.0pp | 34.38%-16.0pp |
| Employer contribution / active EE | $1,637 | $1,905-14.1% | $4,818-66.0% | $2,637-37.9% |
| Participant deferral / active EE | $3,609 | $2,728+32.3% | $5,680-36.5% | $4,528-20.3% |
| Admin fee / account holder | $163 | $343-52.5% | $13,210-98.8% | $348-53.2% |