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 |
|---|---|---|
MITCHELL & TITUS, LLP1 year Filed as: MITCHELL, MCLEOD, PUGH & WILLIAM Service code 27 2610 DAUPHIN STREET · MOBILE, AL 36606 | Advisory (Plan) | $40,750 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP INC Service code 12 · EIN 27-2067969 | Claims processing; Recordkeeping and ... | $18,235 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 10 · EIN 27-4411131 | Accounting | $9,047 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,865 | $55,415+141.6% | $155,509-13.9% | $74,495+79.7% |
| Participation rate | 78.6% | 61.9%+16.7pp | 78.2%+0.4pp | 67.2%+11.4pp |
| Annual return | 14.94% | 268.50%-253.6pp | 64.67%-49.7pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $5,941 | $2,267+162.1% | $4,672+27.2% | $2,623+126.5% |
| Participant deferral / active EE | $4,680 | $2,836+65.0% | $5,626-16.8% | $4,346+7.7% |
| Admin fee / account holder | $360 | $1,738-79.3% | $15,912-97.7% | $1,942-81.5% |