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.4 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Sub-transfer agen... | $87,809 |
THURSTON SPRINGER MILLER4 years Filed as: THURSTON,SPRINGER,MILLER,HERD&TATAK Service code 10 · EIN 35-1090346 | Accounting | $43,517 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (directed); Account maintenan... | $5,572 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,129 | $55,790-60.3% | $76,817-71.2% | $67,579-67.3% |
| Participation rate | 88.1% | 71.1%+17.0pp | 72.1%+16.0pp | 71.3%+16.8pp |
| Annual return | 21.39% | 64.45%-43.1pp | 1166.11%-1144.7pp | 378.56%-357.2pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,302-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,534 | $2,875-11.9% | $3,336-24.0% | $3,539-28.4% |
| Admin fee / account holder | $132 | $159-16.8% | $6,420-97.9% | $142-6.9% |