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.8 years Service code 15 · EIN 27-2037969 35 IRON POINT CIRCLE · FOLSOM, CA 956308589 | Recordkeeping | $41,157 |
Service code 26 · EIN 86-1933171 187265 RACINE DRIVE · WILMINGTON, NC 28428 | Advisory (Participants) | $30,136 |
Service code 49 · EIN 56-0990374 136-B GATEWAY BOULEVARD · MOORESVILLE, NC 28117 | Other Services | $16,636 |
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 | $47,939 | $82,917-42.2% | $103,333-53.6% | $77,643-38.3% |
| Participation rate | 82.9% | 71.6%+11.3pp | 74.5%+8.4pp | 70.6%+12.3pp |
| Annual return | 13.13% | 19.13%-6.0pp | 24.88%-11.7pp | 31.24%-18.1pp |
| Employer contribution / active EE | $2,599 | $3,552-26.8% | $3,868-32.8% | $2,726-4.6% |
| Participant deferral / active EE | $3,389 | $4,108-17.5% | $5,057-33.0% | $4,647-27.1% |
| Admin fee / account holder | $362 | $638-43.3% | $8,355-95.7% | $430-15.9% |