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 8-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 26 3010 E BATTLEFIELD · SPRINGFIELD, MO 65804 | Advisory (Participants) | $9,000 |
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 35 IRON POINT CIRCLE · FOLSOM, CA 96530 | Recordkeeping | $7,894 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,273 | $79,171-30.2% | $102,423-46.0% | $74,495-25.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 12.54% | 54.93%-42.4pp | 29.32%-16.8pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $5,770 | $2,362+144.2% | $3,023+90.8% | $2,623+120.0% |
| Participant deferral / active EE | $3,553 | $4,415-19.5% | $5,053-29.7% | $4,346-18.2% |
| Admin fee / account holder | $188 | $2,001-90.6% | $9,451-98.0% | $1,942-90.3% |