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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $414,831 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 19 · EIN 27-4411131 | Securities Custodian | $98,527 |
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $94,313 |
Filed as: PERSHING, LLC Service code 33 · EIN 13-2741729 | Recordkeeping fees; Account maintenan... | $6,001 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $61,152 | $89,274-31.5% | $149,718-59.2% | $77,958-21.6% |
| Participation rate | 85.0% | 87.6%-2.6pp | 87.1%-2.1pp | 71.6%+13.3pp |
| Annual return | 39.34% | 20.36%+19.0pp | 1501.63%-1462.3pp | 20.87%+18.5pp |
| Employer contribution / active EE | $1,873 | $3,727-49.7% | $5,445-65.6% | $2,310-18.9% |
| Participant deferral / active EE | $5,254 | $5,382-2.4% | $6,569-20.0% | $3,537+48.6% |
| Admin fee / account holder | $131 | $240-45.3% | $11,283-98.8% | $97+34.7% |