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 |
|---|---|---|
AMERICAN FUNDS1 year Filed as: NEWPORT CAPITAL GROUP LLC Service code 15 · EIN 86-1109193 | Recordkeeping | $18,249 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,667 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,842 | $58,655+104.3% | $91,989+30.3% | $65,185+83.8% |
| Participation rate | 62.7% | 75.3%-12.6pp | 78.6%-15.9pp | 70.2%-7.5pp |
| Annual return | 24.38% | 33.92%-9.5pp | 69.02%-44.6pp | 29.38%-5.0pp |
| Employer contribution / active EE | $3,442 | $2,080+65.5% | $3,452-0.3% | $2,177+58.2% |
| Participant deferral / active EE | $7,013 | $5,474+28.1% | $5,923+18.4% | $3,514+99.6% |
| Admin fee / account holder | $202 | $434-53.5% | $7,743-97.4% | $847-76.2% |