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 15 | Recordkeeping | $8,735 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping and ... | $4,557 |
STIFEL NICOLAUS & CO INC2+ years Filed as: STIFEL NICOLAUS & CO. Service code 33 777 WASHINGTON VILLAGE DRIVE · DAYTON, OH 45459 | Distribution (12b-1) fees; Securities... | $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 | $43,177 | $60,165-28.2% | $74,183-41.8% | $55,167-21.7% |
| Participation rate | 99.3% | 74.2%+25.1pp | 76.6%+22.7pp | 69.0%+30.3pp |
| Annual return | 6.52% | 10.00%-3.5pp | 17.74%-11.2pp | 169.23%-162.7pp |
| Employer contribution / active EE | $1,079 | $1,600-32.5% | $2,370-54.5% | $1,963-45.0% |
| Participant deferral / active EE | $1,758 | $2,973-40.9% | $3,550-50.5% | $3,054-42.4% |
| Admin fee / account holder | $14 | $419-96.6% | $5,586-99.7% | $504-97.1% |