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.5+ years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Claims processing... | $26,421 |
DK WEISS & ASSOCIATES, PLLC2 years Filed as: D.K. WEISS, HOLT & ASSOCIATES PLLC Service code 10 · EIN 30-0022324 | Accounting | $7,800 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,911 | $62,132-74.4% | $185,823-91.4% | $73,488-78.3% |
| Participation rate | 91.1% | 67.8%+23.3pp | 78.0%+13.1pp | 70.7%+20.4pp |
| Annual return | 19.84% | 20.44%-0.6pp | 35.95%-16.1pp | 28.51%-8.7pp |
| Employer contribution / active EE | $550 | $1,681-67.3% | $4,087-86.5% | $2,270-75.8% |
| Participant deferral / active EE | $2,541 | $3,711-31.5% | $5,632-54.9% | $3,740-32.1% |
| Admin fee / account holder | $127 | $419-69.6% | $9,500-98.7% | $513-75.2% |