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.2+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $94,473 |
MARQUETTE ASSOCIATES2+ years Filed as: MARQUETTE & ASSOCIATES Service code 27 · EIN 36-3485298 | Advisory (Plan) | $20,700 |
CLIFTONLARSONALLEN LLP2+ years Service code 10 · EIN 41-0746749 | Accounting | $5,800 |
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 | $71,866 | $63,905+12.5% | $74,183-3.1% | $57,658+24.6% |
| Participation rate | 86.8% | 79.8%+7.1pp | 76.6%+10.2pp | 70.2%+16.6pp |
| Annual return | 9.55% | 60.60%-51.1pp | 17.74%-8.2pp | 5.13%+4.4pp |
| Employer contribution / active EE | $1,887 | $1,840+2.5% | $2,370-20.4% | $1,974-4.4% |
| Participant deferral / active EE | $3,491 | $3,448+1.2% | $3,550-1.6% | $3,061+14.1% |
| Admin fee / account holder | $220 | $91+141.5% | $5,586-96.1% | $95+132.6% |