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 15 · EIN 27-2037969 | Recordkeeping | $23,591 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $11,275 |
WALKER, GIROUX, & HAHNE LLC2 years Filed as: WALKER, GIROUX & HAHNE LLC Service code 10 225 1ST STREET NORTH · VIRGINIA, MN 55792 | Accounting | $10,200 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,743 | $88,083-64.0% | $164,813-80.7% | $74,495-57.4% |
| Participation rate | 93.0% | 73.0%+19.9pp | 78.6%+14.4pp | 67.2%+25.8pp |
| Annual return | 12.48% | 17.26%-4.8pp | 69.93%-57.5pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $736 | $2,593-71.6% | $4,341-83.0% | $2,623-71.9% |
| Participant deferral / active EE | $2,456 | $4,498-45.4% | $6,031-59.3% | $4,346-43.5% |
| Admin fee / account holder | $250 | $2,234-88.8% | $12,690-98.0% | $1,942-87.1% |