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.7 years Service code 13 · EIN 27-2037969 | Contract Administrator | $57,236 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 27 222 S. MAIN STREET · AKRON, OH 44308 | Advisory (Plan) | $43,595 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,772 | $81,908-47.8% | $90,749-52.9% | $64,808-34.0% |
| Participation rate | 89.2% | 80.5%+8.8pp | 75.7%+13.5pp | 71.5%+17.8pp |
| Annual return | -16.66% | -12.53%-4.1pp | -12.16%-4.5pp | 32.82%-49.5pp |
| Employer contribution / active EE | $1,259 | $3,065-58.9% | $2,921-56.9% | $2,506-49.8% |
| Participant deferral / active EE | $3,094 | $4,840-36.1% | $4,564-32.2% | $4,310-28.2% |
| Admin fee / account holder | $280 | $157+77.9% | $8,445-96.7% | $188+48.9% |