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 |
|---|---|---|
AMERICAN FUNDS4 years Filed as: NEWPORT CAPITAL GROUP LLC Service code 27 12 BROAD ST 5TH FLOOR · RED BANK, NJ 07701 | Advisory (Plan) | $46,822 |
Service code 37 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Loan Processing | $692 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 16 | Consulting | $0 |
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 | $288,860 | $99,957+189.0% | $149,696+93.0% | $73,488+293.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 13.86% | 53.87%-40.0pp | 276.60%-262.7pp | 28.51%-14.7pp |
| Employer contribution / active EE | $8,847 | $3,191+177.2% | $4,644+90.5% | $2,270+289.7% |
| Participant deferral / active EE | $11,562 | $6,073+90.4% | $6,842+69.0% | $3,740+209.2% |
| Admin fee / account holder | $239 | $551-56.6% | $9,309-97.4% | $513-53.5% |