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.4 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Recordk... | $60,267 |
ASCENSUS LLC3 years Filed as: FRANCIS INVESTMENT COUNSEL Service code 26 · EIN 90-0142264 | Advisory (Participants) | $27,301 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 75-3182674 | Bank Trustee | $13,321 |
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 | $69,426 | $62,928+10.3% | $172,739-59.8% | $67,579+2.7% |
| Participation rate | 82.0% | 64.5%+17.5pp | 82.6%-0.7pp | 71.3%+10.7pp |
| Annual return | 19.20% | 30.36%-11.2pp | 802.84%-783.6pp | 378.56%-359.4pp |
| Employer contribution / active EE | $2,012 | $1,636+23.0% | $5,143-60.9% | $2,148-6.3% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $133 | $167-20.2% | $13,954-99.0% | $142-6.6% |