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.2 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Participant loan ... | $17,185 |
LAZZARA & COMPANY, P.C.1 year Service code 10 · EIN 38-2728736 | Accounting | $5,682 |
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 | $68,648 | $63,299+8.5% | $91,001-24.6% | $62,292+10.2% |
| Participation rate | 78.8% | 73.3%+5.5pp | 75.6%+3.2pp | 69.5%+9.3pp |
| Annual return | 19.24% | 20.99%-1.8pp | 4.60%+14.6pp | 28.90%-9.7pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,956 | $2,943-33.5% | $3,547-44.9% | $3,169-38.3% |
| Admin fee / account holder | $88 | $468-81.2% | $5,417-98.4% | $479-81.6% |