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.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $52,540 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP CONSULTING, LLC Service code 16 300 PRIMERA BLVD · LAKE MARY, FL 32746 | Consulting | $13,598 |
MILLER COOPER & CO LTD1 year Filed as: MILLER COOPER & CO., LTD Service code 10 1751 LAKE COOK RD · DEERFIELD, IL 600155286 | Accounting | $11,922 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,877 | $84,556-28.0% | $116,228-47.6% | $74,304-18.1% |
| Participation rate | 91.0% | 66.0%+24.9pp | 74.6%+16.4pp | 60.3%+30.6pp |
| Annual return | 14.93% | 18.35%-3.4pp | 90.06%-75.1pp | 29.43%-14.5pp |
| Employer contribution / active EE | $583 | $2,168-73.1% | $2,994-80.5% | $2,241-74.0% |
| Participant deferral / active EE | $5,269 | $3,814+38.1% | $4,953+6.4% | $3,767+39.9% |
| Admin fee / account holder | $305 | $3,792-92.0% | $11,989-97.5% | $2,969-89.7% |