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.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $28,501 |
EVERHART ADVISORS3+ years Filed as: EVERHART FINANCIAL GROUP Service code 27 5890 VENTURE DRIVE, SUITE D · DUBLIN, OH 43017 | Advisory (Plan) | $26,283 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,321 | $25,165+123.8% | $73,545-23.4% | $77,958-27.8% |
| Participation rate | 15.1% | 36.6%-21.6pp | 54.9%-39.9pp | 71.6%-56.6pp |
| Annual return | 18.50% | 18.12%+0.4pp | -15.16%+33.7pp | 20.87%-2.4pp |
| Employer contribution / active EE | $321 | $395-18.7% | $1,219-73.6% | $2,310-86.1% |
| Participant deferral / active EE | $619 | $898-31.1% | $1,806-65.7% | $3,537-82.5% |
| Admin fee / account holder | $251 | $76+231.7% | $2,320-89.2% | $97+158.0% |