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 year Service code 13 · EIN 27-2037969 | Contract Administrator | $53,702 |
COUNTRY TRUST BANK7+ years Service code 15 1705 TOWANDA AVE · BLOOMINGTON, IL 61701 | Recordkeeping | $38,065 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,661 | $61,756-32.5% | $70,092-40.6% | $77,904-46.5% |
| Participation rate | 15.1% | 79.9%-64.8pp | 70.5%-55.4pp | 73.7%-58.6pp |
| Annual return | -15.01% | -11.86%-3.1pp | 190.73%-205.7pp | 12.21%-27.2pp |
| Employer contribution / active EE | $210 | $2,706-92.2% | $2,559-91.8% | $2,848-92.6% |
| Participant deferral / active EE | $445 | $3,977-88.8% | $3,849-88.4% | $4,806-90.7% |
| Admin fee / account holder | $216 | $101+112.7% | $6,267-96.6% | $133+62.6% |