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 | $65,767 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $40,604 |
MARCADO ASSET MANAGEMENT LLC3 years Service code 27 4940 BROADWAY · SAN ANTONIO, TX 78209 | Advisory (Plan) | $34,956 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $10,763 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,254 | $129,021+15.7% | $184,203-19.0% | $77,643+92.2% |
| Participation rate | 97.5% | 87.3%+10.2pp | 86.8%+10.7pp | 70.6%+26.9pp |
| Annual return | 14.59% | 33.27%-18.7pp | 28.81%-14.2pp | 31.24%-16.7pp |
| Employer contribution / active EE | $3,688 | $4,413-16.4% | $6,427-42.6% | $2,726+35.3% |
| Participant deferral / active EE | $7,885 | $7,297+8.0% | $9,131-13.7% | $4,647+69.7% |
| Admin fee / account holder | $362 | $254+42.6% | $13,901-97.4% | $430-15.9% |