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 |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $26,466 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,785 | $81,460-40.1% | $103,333-52.8% | $80,856-39.7% |
| Participation rate | 77.3% | 66.8%+10.5pp | 74.5%+2.8pp | 67.6%+9.7pp |
| Annual return | 15.82% | 25.55%-9.7pp | 24.88%-9.1pp | 35.59%-19.8pp |
| Employer contribution / active EE | $7,543 | $3,105+142.9% | $3,868+95.0% | $2,755+173.8% |
| Participant deferral / active EE | $3,374 | $3,869-12.8% | $5,057-33.3% | $4,296-21.5% |
| Admin fee / account holder | $231 | $6,566-96.5% | $8,355-97.2% | $6,918-96.7% |