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.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $73,320 |
INTERSERV, LLC6+ years Service code 27 · EIN 51-6000279 | Advisory (Plan) | $46,970 |
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 | $150,242 | $111,608+34.6% | $177,821-15.5% | $73,409+104.7% |
| Participation rate | 96.8% | 87.9%+8.9pp | 87.7%+9.0pp | 72.2%+24.6pp |
| Annual return | 17.11% | 18.23%-1.1pp | 48.32%-31.2pp | 59.29%-42.2pp |
| Employer contribution / active EE | $4,741 | $3,796+24.9% | $5,918-19.9% | $2,234+112.3% |
| Participant deferral / active EE | $8,382 | $6,199+35.2% | $7,714+8.7% | $3,805+120.3% |
| Admin fee / account holder | $359 | $166+117.1% | $12,427-97.1% | $158+127.7% |