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 |
|---|---|---|
MARK NARDELLA1 year Filed as: MARK TO MARKET SECURITIES LLC Service code 26 373 HENDERSON CT · MARCO ISLAND, FL 34145 | Advisory (Participants) | $9,264 |
NEWPORT GROUP, INC.8 years Filed as: NEWPORT GROUP, INC Service code 12 · EIN 27-2037969 | Participant loan processing; Recordke... | $5,132 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,570 | $76,050-20.4% | $96,544-37.3% | $71,457-15.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 19.67% | 22.81%-3.1pp | 25.84%-6.2pp | 28.85%-9.2pp |
| Employer contribution / active EE | $1,424 | $2,244-36.6% | $2,965-52.0% | $2,588-45.0% |
| Participant deferral / active EE | $2,265 | $4,215-46.3% | $4,851-53.3% | $4,289-47.2% |
| Admin fee / account holder | $102 | $2,707-96.2% | $8,252-98.8% | $1,587-93.6% |