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 4-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.3 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Contrac... | $675,178 |
LPL FINANCIAL2 years Service code 27 · EIN 95-2834236 | Advisory (Plan) | $159,048 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP CONSULTING, LLC Service code 26 · EIN 20-4649925 | Advisory (Participants) | $40,599 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $39,781 |
Service code 27 · EIN 81-4614088 | Advisory (Plan) | $31,071 |
WINTRUST INVESTMENTS LLC1 year Filed as: WINTRUST RETIREMENT BENEFIT ADVISOR Service code 27 · EIN 36-3873352 | Advisory (Plan) | $24,936 |
CADENCE BANK1 year Service code 27 · EIN 64-0117230 | Advisory (Plan) | $24,376 |
TRACTION FINANCIAL PARTNERS2 years Service code 27 · EIN 84-2313719 | Advisory (Plan) | $18,970 |
Service code 27 · EIN 77-0017182 | Advisory (Plan) | $18,269 |
Service code 27 · EIN 01-0355124 | Advisory (Plan) | $16,714 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,701 | $128,056-76.8% | $146,958-79.8% | $106,382-72.1% |
| Participation rate | 48.4% | 67.2%-18.8pp | 82.2%-33.8pp | 69.9%-21.5pp |
| Annual return | 39.10% | 17.89%+21.2pp | 418.34%-379.2pp | 17.37%+21.7pp |
| Employer contribution / active EE | $965 | $3,384-71.5% | $4,933-80.4% | $3,364-71.3% |
| Participant deferral / active EE | $2,441 | $7,674-68.2% | $8,070-69.7% | $5,569-56.2% |
| Admin fee / account holder | $181 | $89+103.9% | $12,998-98.6% | $79+128.0% |