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 |
|---|---|---|
BENCHMARK PRIVATE WEALTH MANAGEMENT4+ years Service code 27 · EIN 46-4802523 | Advisory (Plan) | $29,896 |
NEWPORT GROUP, INC.1 year Service code 26 · EIN 27-2037969 | Advisory (Participants) | $6,984 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $5,315 |
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 | $75,417 | $79,523-5.2% | $140,016-46.1% | $56,287+34.0% |
| Participation rate | 84.3% | 85.7%-1.4pp | 87.5%-3.2pp | 69.9%+14.4pp |
| Annual return | -5.00% | 2.39%-7.4pp | 651.12%-656.1pp | -9.96%+5.0pp |
| Employer contribution / active EE | $2,831 | $3,350-15.5% | $5,606-49.5% | $2,111+34.1% |
| Participant deferral / active EE | $5,765 | $5,129+12.4% | $6,927-16.8% | $3,350+72.1% |
| Admin fee / account holder | $257 | $614-58.1% | $10,705-97.6% | $521-50.6% |