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.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $31,011 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL - RPCP Service code 27 PO BOX 509025 · SAN DIEGO, CA 92150 | Advisory (Plan) | $22,548 |
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 | $42,274 | $73,102-42.2% | $123,544-65.8% | $56,287-24.9% |
| Participation rate | 77.2% | 74.3%+2.9pp | 82.3%-5.1pp | 69.9%+7.4pp |
| Annual return | -5.81% | 3.01%-8.8pp | 119.20%-125.0pp | -9.96%+4.2pp |
| Employer contribution / active EE | $2,193 | $2,977-26.3% | $4,628-52.6% | $2,111+3.9% |
| Participant deferral / active EE | $5,915 | $5,423+9.1% | $6,426-7.9% | $3,350+76.6% |
| Admin fee / account holder | $224 | $554-59.5% | $9,284-97.6% | $521-57.0% |