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 |
|---|---|---|
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Claims processing; Direct payment fro... | $4,544 |
NEWPORT GROUP, INC.1+ years Filed as: MATRIX FINANCIAL SOLUTIONS Service code 10 · EIN 20-1591048 700 17TH STREET, STE 300 · DENVER, CO 80202 | Accounting | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,387 | $33,914-42.8% | $63,412-69.4% | $52,331-63.0% |
| Participation rate | 48.6% | 59.6%-11.0pp | 67.1%-18.6pp | 68.1%-19.5pp |
| Annual return | -1.03% | 3.22%-4.2pp | 4.04%-5.1pp | 4.54%-5.6pp |
| Employer contribution / active EE | $545 | $1,121-51.4% | $1,814-70.0% | $1,882-71.0% |
| Participant deferral / active EE | $882 | $1,733-49.1% | $2,496-64.7% | $3,022-70.8% |
| Admin fee / account holder | $2 | $353-99.3% | $3,753-99.9% | $592-99.6% |