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) | $37,490 |
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $29,964 |
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 | $67,300 | $65,061+3.4% | $143,757-53.2% | $66,914+0.6% |
| Participation rate | 67.1% | 65.2%+1.9pp | 80.3%-13.2pp | 69.8%-2.7pp |
| Annual return | -17.63% | -11.14%-6.5pp | -0.04%-17.6pp | 1.58%-19.2pp |
| Employer contribution / active EE | $1,720 | $2,361-27.1% | $4,951-65.3% | $2,544-32.4% |
| Participant deferral / active EE | $3,254 | $2,919+11.5% | $5,637-42.3% | $4,237-23.2% |
| Admin fee / account holder | $541 | $502+7.7% | $14,673-96.3% | $593-8.9% |