Filed February 6, 2019
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 |
|---|---|---|
INTEGRITY CAPITAL MANAGEMENT7+ years Service code 26 444 CLINCHFIELD STREET · KINGSPORT, TN 37660 | Advisory (Participants) | $174,848 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT GROUP, INC Service code 15 · EIN 27-2037969 | Recordkeeping | $142,570 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $34,623 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,826 | $56,485+67.9% | $185,823-49.0% | $86,799+9.2% |
| Participation rate | 84.7% | 65.5%+19.2pp | 81.7%+3.0pp | 72.3%+12.4pp |
| Annual return | 14.19% | 118.04%-103.8pp | 122.05%-107.9pp | 97.91%-83.7pp |
| Employer contribution / active EE | $2,268 | $1,843+23.1% | $5,167-56.1% | $2,405-5.7% |
| Participant deferral / active EE | $4,722 | $2,553+85.0% | $5,568-15.2% | $4,131+14.3% |
| Admin fee / account holder | $290 | $150+93.9% | $16,237-98.2% | $170+71.0% |