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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 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+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 15 | Recordkeeping | $8,395 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC Service code 12 · EIN 62-1868111 | Direct payment from the plan; Recordk... | $7,271 |
STIFEL NICOLAUS & CO INC1+ years Filed as: STIFEL NICOLAUS & CO. Service code 33 777 WASHINGTON VILLAGE DRIVE · DAYTON, OH 45459 | Securities brokerage; Distribution (1... | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $38,709 | $54,320-28.7% | $67,652-42.8% | $52,331-26.0% |
| Participation rate | 99.3% | 73.6%+25.7pp | 75.7%+23.6pp | 68.1%+31.2pp |
| Annual return | 1.39% | 6.81%-5.4pp | 6625.04%-6623.6pp | 4.54%-3.2pp |
| Employer contribution / active EE | $1,065 | $1,544-31.0% | $2,266-53.0% | $1,882-43.4% |
| Participant deferral / active EE | $1,768 | $2,950-40.1% | $3,560-50.3% | $3,022-41.5% |
| Admin fee / account holder | $19 | $527-96.4% | $4,821-99.6% | $592-96.8% |