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 year Service code 12 · EIN 27-2037969 | Direct payment from the plan; Claims ... | $28,469 |
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $18,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,711 | $53,165-40.4% | $86,188-63.2% | $74,419-57.4% |
| Participation rate | 44.5% | 64.9%-20.4pp | 69.0%-24.5pp | 70.7%-26.3pp |
| Annual return | 16.73% | 22.64%-5.9pp | 1168.45%-1151.7pp | 34.38%-17.7pp |
| Employer contribution / active EE | $736 | $1,210-39.1% | $2,380-69.1% | $2,637-72.1% |
| Participant deferral / active EE | $1,392 | $3,234-57.0% | $3,985-65.1% | $4,528-69.3% |
| Admin fee / account holder | $172 | $551-68.7% | $6,852-97.5% | $348-50.5% |