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.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $38,217 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Custodial (securities); Trustee (dire... | $20,974 |
TRENDZ ADVISORS, INC.1 year Filed as: TRENDZ ADVISORS INC. Service code 26 2220 SUTHERLAND AVENUE · KNOXVILLE, TN 37919 | Advisory (Participants) | $20,300 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $112,775 | $99,957+12.8% | $149,696-24.7% | $73,488+53.5% |
| Participation rate | 73.0% | 75.7%-2.7pp | 82.5%-9.4pp | 70.7%+2.4pp |
| Annual return | 14.29% | 53.87%-39.6pp | 276.60%-262.3pp | 28.51%-14.2pp |
| Employer contribution / active EE | $1,465 | $3,191-54.1% | $4,644-68.5% | $2,270-35.5% |
| Participant deferral / active EE | $6,561 | $6,073+8.0% | $6,842-4.1% | $3,740+75.5% |
| Admin fee / account holder | $284 | $551-48.4% | $9,309-97.0% | $513-44.7% |