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.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $70,040 |
INTERSERV, LLC4+ years Service code 27 · EIN 51-6000279 | Advisory (Plan) | $45,000 |
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 | $118,983 | $80,005+48.7% | $140,016-15.0% | $55,725+113.5% |
| Participation rate | 94.7% | 87.0%+7.7pp | 87.5%+7.2pp | 70.9%+23.9pp |
| Annual return | -3.92% | 0.46%-4.4pp | 651.12%-655.0pp | 244.93%-248.9pp |
| Employer contribution / active EE | $3,530 | $3,403+3.7% | $5,606-37.0% | $2,078+69.9% |
| Participant deferral / active EE | $6,867 | $5,264+30.4% | $6,927-0.9% | $3,356+104.6% |
| Admin fee / account holder | $343 | $116+196.4% | $10,705-96.8% | $115+197.7% |