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 | Recordkeeping and information managem... | $29,148 |
Filed as: MITCHELL MCLEOD PUGH & WILLIAMS Service code 26 2610 DAUPHIN STREET · MOBILE, AL 36606 | Advisory (Participants) | $17,445 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,884 | $34,677+15.0% | $77,024-48.2% | $64,808-38.5% |
| Participation rate | 48.7% | 49.8%-1.2pp | 67.9%-19.2pp | 71.5%-22.8pp |
| Annual return | -22.00% | -5.33%-16.7pp | 42.32%-64.3pp | 32.82%-54.8pp |
| Employer contribution / active EE | $1,049 | $1,370-23.5% | $2,812-62.7% | $2,506-58.1% |
| Participant deferral / active EE | $2,385 | $2,556-6.7% | $4,426-46.1% | $4,310-44.7% |
| Admin fee / account holder | $306 | $179+71.7% | $5,425-94.4% | $188+63.2% |