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 Filed as: NEWPORT GROUP INC. Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $146,818 |
FRAZIER & DEETER, LLC1 year Filed as: FRAZIER & DEETER, LLC. Service code 10 · EIN 58-1433845 | Accounting | $31,046 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,347 | $56,095-92.3% | $178,490-97.6% | $90,288-95.2% |
| Participation rate | 83.0% | 65.6%+17.5pp | 81.9%+1.1pp | 73.4%+9.7pp |
| Annual return | 18.32% | 28.81%-10.5pp | 151.07%-132.7pp | 53.97%-35.6pp |
| Employer contribution / active EE | $75 | $1,572-95.3% | $5,011-98.5% | $2,524-97.0% |
| Participant deferral / active EE | $1,018 | $2,669-61.8% | $5,202-80.4% | $4,232-75.9% |
| Admin fee / account holder | $29 | $101-71.6% | $13,984-99.8% | $114-74.9% |