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 |
|---|---|---|
EXTRACO BANKS6+ years Service code 26 P.O. BOX 6101 · TEMPLE, TX 76503 | Advisory (Participants) | $79,496 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (directed); Trustee (bank, tr... | $16,698 |
NEWPORT GROUP, INC.6+ years Service code 14 · EIN 27-2073969 | Plan Administrator | $13,609 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $262,430 | $104,475+151.2% | $159,436+64.6% | $79,386+230.6% |
| Participation rate | 92.8% | 76.6%+16.2pp | 82.8%+10.0pp | 70.7%+22.1pp |
| Annual return | 19.44% | 67.95%-48.5pp | 263.57%-244.1pp | 116.85%-97.4pp |
| Employer contribution / active EE | $10,180 | $3,417+198.0% | $4,829+110.8% | $2,427+319.4% |
| Participant deferral / active EE | $8,001 | $6,467+23.7% | $7,352+8.8% | $4,046+97.8% |
| Admin fee / account holder | $654 | $711-8.1% | $10,799-93.9% | $626+4.3% |