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.3 years Service code 15 | Recordkeeping | $59,791 |
FRAZIER & DEETER, LLC1 year Filed as: FRAZIER & DEETER CPA'S & ADVISORS Service code 10 1230 PEACH TREE STREET · ATLANTA, GA 30309 | Accounting | $21,500 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP INC. Service code 12 · EIN 27-2037969 | Participant loan processing; Recordke... | $11,064 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $5,116 | $45,382-88.7% | $154,107-96.7% | $75,289-93.2% |
| Participation rate | 59.6% | 65.9%-6.3pp | 83.0%-23.5pp | 72.4%-12.8pp |
| Annual return | -3.63% | -0.47%-3.2pp | 735.12%-738.7pp | -0.04%-3.6pp |
| Employer contribution / active EE | $175 | $1,533-88.6% | $5,298-96.7% | $2,405-92.7% |
| Participant deferral / active EE | $956 | $2,384-59.9% | $5,081-81.2% | $3,739-74.4% |
| Admin fee / account holder | $24 | $89-73.5% | $13,411-99.8% | $102-76.9% |