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 Filed as: NEWPORT GROUP INC Service code 21 · EIN 27-2037969 13925 BALLANTYNE STE 500 · CHARLOTTE, SC 28277 | Bank Trustee | $59,487 |
SCHLAUPITZ MADHAVAN PC1 year Filed as: SCHLAUPITZ MADHAVAN P.C Service code 10 · EIN 75-3148637 820 KIRTS BLVD.,SUITE 100 · TROY, MI 48084 | Accounting | $29,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,733 | $47,722+12.6% | $82,719-35.0% | $64,808-17.1% |
| Participation rate | 95.8% | 67.6%+28.2pp | 72.6%+23.2pp | 71.5%+24.3pp |
| Annual return | -13.04% | -13.05%0pp | 701.18%-714.2pp | 32.82%-45.9pp |
| Employer contribution / active EE | $1,230 | $2,179-43.6% | $3,009-59.1% | $2,506-50.9% |
| Participant deferral / active EE | $1,827 | $3,329-45.1% | $4,395-58.4% | $4,310-57.6% |
| Admin fee / account holder | $253 | $143+76.7% | $5,329-95.3% | $188+34.5% |