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.1+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $13,294 |
GREGORY J SCHWARTZ & COMPANY INC2+ years Filed as: SCHWARTZ & COMPANY Service code 27 3707 WEST MAPLE RD · BLOOMFIELD HILLS, MI 48301 | Advisory (Plan) | $2,795 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,678 | $42,546+23.8% | $71,796-26.6% | $55,167-4.5% |
| Participation rate | 61.0% | 59.1%+1.9pp | 69.1%-8.1pp | 69.0%-8.0pp |
| Annual return | 9.57% | 12.36%-2.8pp | 78.04%-68.5pp | 169.23%-159.7pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,418 | $2,064+65.6% | $2,794+22.3% | $3,054+11.9% |
| Admin fee / account holder | $166 | $650-74.5% | $4,815-96.6% | $504-67.1% |