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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.
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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 |
|---|---|---|
Service code 27 · EIN 82-1364595 6325 RANCH DRIVE · LITTLE ROCK, AR 72223 | Advisory (Plan) | $17,133 |
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $16,295 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,294 | $64,119-40.3% | $112,228-65.9% | $66,914-42.8% |
| Participation rate | 89.9% | 68.5%+21.4pp | 75.1%+14.8pp | 69.8%+20.1pp |
| Annual return | -16.39% | -13.81%-2.6pp | 27.45%-43.8pp | 1.58%-18.0pp |
| Employer contribution / active EE | $2,592 | $3,005-13.8% | $3,635-28.7% | $2,544+1.9% |
| Participant deferral / active EE | $4,240 | $3,693+14.8% | $4,728-10.3% | $4,237+0.1% |
| Admin fee / account holder | $199 | $625-68.2% | $6,410-96.9% | $593-66.5% |