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.8 years Service code 12 · EIN 27-2037969 | Participant loan processing; Recordke... | $80,108 |
THURSTON SPRINGER MILLER8 years Filed as: THURSTON,SPRINGER,MILLER,HERD&TATAK Service code 10 · EIN 35-1090346 | Accounting | $61,054 |
NEWPORT GROUP, INC.8 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Account maintenance fees; Trustee (di... | $10,295 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,353 | $69,823-49.4% | $77,163-54.2% | $74,419-52.5% |
| Participation rate | 74.2% | 70.0%+4.2pp | 69.6%+4.6pp | 70.7%+3.5pp |
| Annual return | 17.37% | 19.98%-2.6pp | 37.87%-20.5pp | 34.38%-17.0pp |
| Employer contribution / active EE | $377 | $2,150-82.5% | $2,535-85.1% | $2,637-85.7% |
| Participant deferral / active EE | $2,213 | $3,558-37.8% | $3,833-42.3% | $4,528-51.1% |
| Admin fee / account holder | $190 | $398-52.3% | $5,472-96.5% | $348-45.5% |