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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $43,335 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $7,913 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT GROUP INC Service code 49 · EIN 27-2037969 | Other Services | $3,570 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,258 | $82,664+9.2% | $125,339-28.0% | $68,494+31.8% |
| Participation rate | 86.4% | 75.0%+11.3pp | 82.4%+4.0pp | 67.9%+18.5pp |
| Annual return | 6.76% | -5.97%+12.7pp | 572.05%-565.3pp | -7.84%+14.6pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,060 | $6,110-0.8% | $7,446-18.6% | $4,027+50.5% |
| Admin fee / account holder | $15,799 | $6,275+151.8% | $10,010+57.8% | $5,403+192.4% |