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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.
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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.3 years Service code 15 · EIN 27-2037969 35 IRON POINT CIRCLE · FOLSOM, CA 956308589 | Recordkeeping | $19,289 |
ACORN FINANCIAL SERVICES2 years Service code 26 · EIN 54-1806290 1875 CAMPUS COMMONS DRIVE · RESTON, VA 20191 | Advisory (Participants) | $16,518 |
Service code 49 · EIN 56-0990374 136-B GATEWAY BOULEVARD · MOORESVILLE, NC 28117 | Other Services | $12,058 |
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 | $24,278 | $63,114-61.5% | $92,893-73.9% | $65,185-62.8% |
| Participation rate | 94.3% | 68.8%+25.5pp | 76.0%+18.3pp | 70.2%+24.1pp |
| Annual return | 16.76% | 28.75%-12.0pp | 109.41%-92.7pp | 29.38%-12.6pp |
| Employer contribution / active EE | $2,302 | $2,571-10.4% | $3,653-37.0% | $2,177+5.8% |
| Participant deferral / active EE | $2,985 | $3,108-4.0% | $4,236-29.5% | $3,514-15.0% |
| Admin fee / account holder | $236 | $624-62.2% | $5,794-95.9% | $847-72.2% |