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 13 · EIN 27-2037969 | Contract Administrator | $19,863 |
CHOREO LLC2 years Filed as: CHOREO, LLC Service code 26 1 SOUTH PINCKNEY ST. · MADISON, WI 53703 | Advisory (Participants) | $14,663 |
NEWPORT GROUP, INC.8 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $9,136 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,917 | $78,485-4.5% | $106,213-29.5% | $74,495+0.6% |
| Participation rate | 76.5% | 72.8%+3.7pp | 75.3%+1.2pp | 67.2%+9.3pp |
| Annual return | 22.27% | 15.95%+6.3pp | 116.14%-93.9pp | 1364.94%-1342.7pp |
| Employer contribution / active EE | $913 | $2,523-63.8% | $3,171-71.2% | $2,623-65.2% |
| Participant deferral / active EE | $0 | $4,322-100.0% | $5,016-100.0% | $4,346-100.0% |
| Admin fee / account holder | $244 | $2,232-89.1% | $11,033-97.8% | $1,942-87.4% |