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.9+ years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $147,640 |
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT, INC. Service code 27 10 TERRACE COURT · MADISON, WI 53718 | Advisory (Plan) | $64,928 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,532 | $62,544-43.2% | $129,207-72.5% | $199,593-82.2% |
| Participation rate | 65.3% | 56.8%+8.6pp | 69.6%-4.3pp | 72.0%-6.6pp |
| Annual return | 15.13% | 16.95%-1.8pp | 9417.33%-9402.2pp | 34.25%-19.1pp |
| Employer contribution / active EE | $708 | $2,394-70.4% | $4,153-82.9% | $3,034-76.7% |
| Participant deferral / active EE | $1,754 | $3,123-43.9% | $4,168-57.9% | $5,087-65.5% |
| Admin fee / account holder | $105 | $167-37.2% | $7,715-98.6% | $269-61.0% |