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.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $26,508 |
CHOREO LLC3 years Filed as: CHOREO, LLC Service code 27 400 LOCUST ST · DES MOINES, IA 50309 | Advisory (Plan) | $13,393 |
NEWPORT GROUP, INC.9 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $2,344 |
Annual investment return 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 | $69,045 | $84,556-18.3% | $116,228-40.6% | $74,304-7.1% |
| Participation rate | 86.1% | 66.0%+20.0pp | 74.6%+11.5pp | 60.3%+25.7pp |
| Annual return | 11.26% | 18.35%-7.1pp | 90.06%-78.8pp | 29.43%-18.2pp |
| Employer contribution / active EE | $2,494 | $2,168+15.0% | $2,994-16.7% | $2,241+11.3% |
| Participant deferral / active EE | $0 | $3,814-100.0% | $4,953-100.0% | $3,767-100.0% |
| Admin fee / account holder | $207 | $3,792-94.5% | $11,989-98.3% | $2,969-93.0% |