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 14 · EIN 27-2037969 | Plan Administrator | $1,835 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $504 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,397 | $54,762-77.4% | $90,281-86.3% | $72,985-83.0% |
| Participation rate | 98.9% | 65.1%+33.8pp | 73.3%+25.7pp | 69.5%+29.4pp |
| Annual return | 17.69% | 30.63%-12.9pp | 78.10%-60.4pp | 81.00%-63.3pp |
| Employer contribution / active EE | $1,669 | $2,092-20.2% | $2,854-41.5% | $2,440-31.6% |
| Participant deferral / active EE | $1,330 | $2,887-53.9% | $3,885-65.8% | $3,607-63.1% |
| Admin fee / account holder | $107 | $3,972-97.3% | $5,351-98.0% | $5,124-97.9% |