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 | $38,654 |
Filed as: RAYMOND JAMES. Service code 27 3010 E. BATTLEFIELD · SPRINGFIELD, MO 65804 | Advisory (Plan) | $32,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,172 | $88,890+0.3% | $102,423-12.9% | $77,643+14.8% |
| Participation rate | 94.9% | 80.9%+14.0pp | 76.5%+18.4pp | 70.6%+24.4pp |
| Annual return | 18.72% | 24.98%-6.3pp | 29.32%-10.6pp | 31.24%-12.5pp |
| Employer contribution / active EE | $3,234 | $2,698+19.9% | $3,023+7.0% | $2,726+18.6% |
| Participant deferral / active EE | $7,529 | $5,145+46.3% | $5,053+49.0% | $4,647+62.0% |
| Admin fee / account holder | $200 | $235-15.2% | $9,451-97.9% | $430-53.6% |