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.3 years Service code 15 | Recordkeeping | $8,349 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Custodial (securities); Trustee (bank... | $6,096 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP, INC Service code 12 · EIN 27-2037969 | Recordkeeping fees; Sub-transfer agen... | $4,852 |
STIFEL NICOLAUS & CO INC4+ years Filed as: STIFEL NICOLAUS & CO. Service code 33 777 WASHINGTON VILLAGE DRIVE · DAYTON, OH 45459 | Securities brokerage; Distribution (1... | $0 |
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 | $53,383 | $59,186-9.8% | $76,768-30.5% | $56,287-5.2% |
| Participation rate | 98.5% | 75.2%+23.3pp | 77.0%+21.5pp | 69.9%+28.6pp |
| Annual return | -3.13% | 6.62%-9.7pp | 2.43%-5.6pp | -9.96%+6.8pp |
| Employer contribution / active EE | $1,250 | $1,759-28.9% | $2,485-49.7% | $2,111-40.8% |
| Participant deferral / active EE | $1,926 | $3,255-40.8% | $3,852-50.0% | $3,350-42.5% |
| Admin fee / account holder | $15 | $489-96.8% | $6,675-99.8% | $521-97.0% |