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.1 year Service code 10 · EIN 27-2037969 | Accounting | $61,463 |
Filed as: MITCHELL, MCLEOD, PUGH Service code 26 · EIN 20-3706574 | Advisory (Participants) | $58,254 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $121,733 | $36,916+229.8% | $156,549-22.2% | $57,658+111.1% |
| Participation rate | 92.9% | 63.4%+29.5pp | 84.0%+8.9pp | 70.2%+22.7pp |
| Annual return | 6.97% | 12.38%-5.4pp | 32.23%-25.3pp | 5.13%+1.8pp |
| Employer contribution / active EE | $4,816 | $1,571+206.7% | $5,501-12.5% | $1,974+144.0% |
| Participant deferral / active EE | $2,297 | $1,926+19.3% | $4,871-52.8% | $3,061-25.0% |
| Admin fee / account holder | $304 | $82+268.4% | $13,027-97.7% | $95+221.4% |