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.1+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $46,070 |
MARQUETTE ASSOCIATES1+ years Filed as: MARQUETTE & ASSOCIATES Service code 27 · EIN 36-3485298 | Advisory (Plan) | $20,700 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 | Accounting | $5,100 |
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 | $62,652 | $72,770-13.9% | $67,652-7.4% | $55,191+13.5% |
| Participation rate | 78.8% | 78.8%0pp | 75.7%+3.1pp | 69.2%+9.7pp |
| Annual return | -0.56% | -3.26%+2.7pp | 6625.04%-6625.6pp | 10.78%-11.3pp |
| Employer contribution / active EE | $1,741 | $1,769-1.6% | $2,266-23.2% | $1,899-8.3% |
| Participant deferral / active EE | $3,151 | $3,408-7.6% | $3,560-11.5% | $3,046+3.4% |
| Admin fee / account holder | $202 | $79+155.7% | $4,821-95.8% | $91+122.0% |