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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.
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.1 year Service code 12 · EIN 27-2037969 | Direct payment from the plan; Contrac... | $39,540 |
Filed as: CORNERSTONE FINANCIAL SERVICES, INC Service code 27 · EIN 35-1720807 | Advisory (Plan) | $22,635 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,672 | $106,028-77.7% | $146,958-83.9% | $77,643-69.5% |
| Participation rate | 70.8% | 78.4%-7.6pp | 82.2%-11.4pp | 70.6%+0.2pp |
| Annual return | 59.79% | 56.73%+3.1pp | 418.34%-358.5pp | 31.24%+28.6pp |
| Employer contribution / active EE | $1,872 | $4,063-53.9% | $4,933-62.1% | $2,726-31.3% |
| Participant deferral / active EE | $3,218 | $7,990-59.7% | $8,070-60.1% | $4,647-30.8% |
| Admin fee / account holder | $113 | $337-66.5% | $12,998-99.1% | $430-73.8% |