Filed March 5, 2025
Total covered: 34 employees
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.9 years Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping fees... | $30,899 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 6801 BRECKSVILLE RD · INDEPENDENCE, OH 44131 | Advisory (Plan) | $25,161 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $7,814 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,185 | $50,815+2.7% | $155,509-66.4% | $77,643-32.8% |
| Participation rate | 67.2% | 63.1%+4.1pp | 78.2%-11.0pp | 70.6%-3.4pp |
| Annual return | 13.08% | 34.80%-21.7pp | 64.67%-51.6pp | 31.24%-18.2pp |
| Employer contribution / active EE | $2,180 | $1,993+9.4% | $4,672-53.3% | $2,726-20.0% |
| Participant deferral / active EE | $3,675 | $2,822+30.2% | $5,626-34.7% | $4,647-20.9% |
| Admin fee / account holder | $231 | $437-47.2% | $15,912-98.6% | $430-46.4% |