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 15 · EIN 92-1818939 100 S. ASHLEY DRIVE - SUITE 620 · TAMPA, FL 336025384 | Recordkeeping | $30,602 |
Filed as: TEACHERS INS & ANNUIT ASSOC Service code 26 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Advisory (Participants) | $26,632 |
SMITH & HOWARD, PC1 year Filed as: SMITH & HOWRD, PC Service code 10 · EIN 58-1250486 271 17TH ST NW STE 1600 · ATLANTA, GA 303636217 | Accounting | $13,500 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP, INC Service code 15 · EIN 27-2037969 200 DRYDEN RD STE 1000 · DRESHER, PA 190251044 | Recordkeeping | $6,212 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,096 | $55,415+33.7% | $155,509-52.4% | $74,495-0.5% |
| Participation rate | 80.7% | 61.9%+18.8pp | 78.2%+2.6pp | 67.2%+13.5pp |
| Annual return | 13.76% | 268.50%-254.7pp | 64.67%-50.9pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $3,430 | $2,267+51.3% | $4,672-26.6% | $2,623+30.8% |
| Participant deferral / active EE | $5,949 | $2,836+109.8% | $5,626+5.7% | $4,346+36.9% |
| Admin fee / account holder | $184 | $1,738-89.4% | $15,912-98.8% | $1,942-90.5% |