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 Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Direct payment from the plan; Claims ... | $21,968 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 12 · EIN 42-1558009 | Trustee (bank, trust company, or simi... | $8,175 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $111,203 | $45,283+145.6% | $155,790-28.6% | $52,331+112.5% |
| Participation rate | 88.3% | 62.2%+26.1pp | 76.1%+12.2pp | 68.1%+20.2pp |
| Annual return | -2.00% | 1.80%-3.8pp | 71.54%-73.5pp | 4.54%-6.5pp |
| Employer contribution / active EE | $4,465 | $1,329+236.0% | $3,836+16.4% | $1,882+137.3% |
| Participant deferral / active EE | $5,947 | $2,854+108.3% | $4,797+24.0% | $3,022+96.8% |
| Admin fee / account holder | $6 | $981-99.3% | $7,478-99.9% | $592-98.9% |