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.8 years Service code 15 · EIN 27-2037969 | Recordkeeping | $18,007 |
Service code 27 6201 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $16,972 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,558 | $55,415-12.4% | $155,509-68.8% | $74,495-34.8% |
| Participation rate | 72.4% | 61.9%+10.5pp | 78.2%-5.8pp | 67.2%+5.2pp |
| Annual return | 7.97% | 268.50%-260.5pp | 64.67%-56.7pp | 1364.94%-1357.0pp |
| Employer contribution / active EE | $1,543 | $2,267-31.9% | $4,672-67.0% | $2,623-41.2% |
| Participant deferral / active EE | $2,405 | $2,836-15.2% | $5,626-57.3% | $4,346-44.7% |
| Admin fee / account holder | $282 | $1,738-83.8% | $15,912-98.2% | $1,942-85.5% |