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 12 · EIN 27-2037969 3201 34TH STREET S · ST PETERSBURG, FL 33711 | Sub-transfer agency fees; Participant... | $26,331 |
HUNGERFORD NICHOLS5 years Service code 10 · EIN 38-2184825 2910 LUCERNE DRIVE S.E · GRAND RAPIDS, MI 495467175 | Accounting | $13,555 |
Filed as: MUTUAL OF AMERICA LIFE INS CO Service code 13 320 PARK AVENUE · NEW YORK, NY 10022 | Contract Administrator | $77 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,795 | $52,670-60.5% | $90,404-77.0% | $73,409-71.7% |
| Participation rate | 57.7% | 67.7%-10.0pp | 72.7%-15.0pp | 72.2%-14.5pp |
| Annual return | 13.49% | 20.70%-7.2pp | 1293.02%-1279.5pp | 59.29%-45.8pp |
| Employer contribution / active EE | $220 | $1,872-88.2% | $3,262-93.2% | $2,234-90.1% |
| Participant deferral / active EE | $1,146 | $2,807-59.2% | $3,963-71.1% | $3,805-69.9% |
| Admin fee / account holder | $121 | $117+3.6% | $5,611-97.8% | $158-23.4% |