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.6 years Service code 13 · EIN 27-2037969 | Contract Administrator | $60,429 |
5 funds of $250K or more; 7 lines in all, holding $6.9M of the plan's $9.4M. From the 2024 filing. Recordkeeper: Newport Group.
Target-date series: T. Rowe Price Retirement, mutual fund, 16% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Moderate CIT Manager not matched · Collective trust | $3.4M | 50.0% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 9 vintages | $1.1M | 16.5% |
| Moderately Aggressive Portfolio Fund Manager not matched · Mutual fund | $897K | 13.1% |
| Conservative Pooled Fund Manager not matched · Mutual fund | $885K | 12.9% |
| Moderately Conservative Fund Manager not matched · Mutual fund | $223K | 3.2% |
| Aggressive Pooled Fund Manager not matched · Mutual fund | $183K | 2.7% |
| Federated Hermes Government Obligations Fund Federated Hermes · Mutual fund | $111K | 1.6% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,194 | $44,960+18.3% | $84,966-37.4% | $74,495-28.6% |
| Participation rate | 50.0% | 49.4%+0.6pp | 67.5%-17.5pp | 67.2%-17.2pp |
| Annual return | 7.89% | 26.24%-18.4pp | 66.38%-58.5pp | 1364.94%-1357.1pp |
| Employer contribution / active EE | $1,190 | $1,457-18.3% | $2,727-56.3% | $2,623-54.6% |
| Participant deferral / active EE | $1,503 | $2,731-45.0% | $4,519-66.8% | $4,346-65.4% |
| Admin fee / account holder | $343 | $2,209-84.5% | $6,149-94.4% | $1,942-82.3% |