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 26 101 W SPRING ST · NEW ALBANY, IN 47150 | Advisory (Participants) | $56,661 |
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $28,112 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,224 | $55,415+26.7% | $155,509-54.8% | $74,495-5.7% |
| Participation rate | 69.5% | 61.9%+7.6pp | 78.2%-8.7pp | 67.2%+2.3pp |
| Annual return | 13.84% | 268.50%-254.7pp | 64.67%-50.8pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $2,031 | $2,267-10.4% | $4,672-56.5% | $2,623-22.6% |
| Participant deferral / active EE | $3,998 | $2,836+41.0% | $5,626-28.9% | $4,346-8.0% |
| Admin fee / account holder | $621 | $1,738-64.3% | $15,912-96.1% | $1,942-68.0% |