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.6 years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $50,732 |
VARNUM LLP1 year Service code 29 333 BRIDGE STREET NW · GRAND RAPIDS, MI 49504 | Legal | $10,982 |
Filed as: KAPTEIN DYKSTRA AND COMPANY Service code 10 · EIN 38-2939866 | Accounting | $10,500 |
MILLER JOHNSON1 year Service code 29 409 EAST JEFFERSON AVE · DETROIT, MI 48226 | Legal | $8,383 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,054 | $105,181-57.2% | $159,436-71.7% | $85,850-47.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 12.04% | 45.07%-33.0pp | 263.57%-251.5pp | 318.53%-306.5pp |
| Employer contribution / active EE | $2,193 | $3,318-33.9% | $4,829-54.6% | $2,565-14.5% |
| Participant deferral / active EE | $2,777 | $5,945-53.3% | $7,352-62.2% | $3,952-29.7% |
| Admin fee / account holder | $295 | $6,933-95.7% | $10,799-97.3% | $6,260-95.3% |