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 26 3010 E BATTLEFIELD · SPRINGFIELD, MO 65804 | Advisory (Participants) | $42,282 |
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,088 | $54,573-4.6% | $90,951-42.7% | $73,488-29.1% |
| Participation rate | 74.7% | 61.2%+13.5pp | 69.0%+5.7pp | 70.7%+4.0pp |
| Annual return | 18.65% | 16.69%+2.0pp | 134.60%-115.9pp | 28.51%-9.9pp |
| Employer contribution / active EE | $1,507 | $991+52.0% | $2,122-29.0% | $2,270-33.6% |
| Participant deferral / active EE | $2,584 | $2,517+2.7% | $3,373-23.4% | $3,740-30.9% |
| Admin fee / account holder | $303 | $521-41.9% | $5,959-94.9% | $513-40.9% |