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.9 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $34,796 |
NEWPORT GROUP, INC.3 years Service code 14 · EIN 27-2037969 | Plan Administrator | $27,863 |
BUCKINGHAM STRATEGIC PARTNERS10+ years Filed as: BUCKINGHAM ASSET MANAGEMENT, LLC Service code 27 8182 MARYLAND AVENUE · ST. LOUIS, MO 63105 | Advisory (Plan) | $15,627 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $386,911 | $101,317+281.9% | $146,958+163.3% | $74,495+419.4% |
| Participation rate | 77.4% | 75.5%+1.9pp | 82.2%-4.7pp | 67.2%+10.2pp |
| Annual return | 10.64% | 8730.91%-8720.3pp | 418.34%-407.7pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $4,516 | $3,810+18.5% | $4,933-8.4% | $2,623+72.2% |
| Participant deferral / active EE | $6,428 | $7,303-12.0% | $8,070-20.3% | $4,346+47.9% |
| Admin fee / account holder | $253 | $1,739-85.5% | $12,998-98.1% | $1,942-87.0% |