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 |
|---|---|---|
Filed as: GRANITE GROUP ADVISOR, LLC Service code 27 187 DANBURY ROAD · WILTON, CT 06897 | Advisory (Plan) | $60,000 |
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $20,466 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $7,576 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $247,036 | $136,307+81.2% | $177,821+38.9% | $73,488+236.2% |
| Participation rate | 99.6% | 86.1%+13.5pp | 87.7%+11.9pp | 70.7%+28.9pp |
| Annual return | 17.81% | 18.68%-0.9pp | 48.32%-30.5pp | 28.51%-10.7pp |
| Employer contribution / active EE | $16,771 | $3,712+351.8% | $5,918+183.4% | $2,270+638.8% |
| Participant deferral / active EE | $8,398 | $5,829+44.1% | $7,714+8.9% | $3,740+124.6% |
| Admin fee / account holder | $523 | $596-12.2% | $12,427-95.8% | $513+1.9% |