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 MANAGEMENT6+ years Service code 27 · EIN 46-4802523 | Advisory (Plan) | $34,299 |
NEWPORT GROUP, INC.3 years Service code 26 · EIN 27-2037969 | Advisory (Participants) | $6,323 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $6,098 |
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 | $92,644 | $136,307-32.0% | $177,821-47.9% | $73,488+26.1% |
| Participation rate | 88.8% | 86.1%+2.7pp | 87.7%+1.0pp | 70.7%+18.1pp |
| Annual return | 12.56% | 18.68%-6.1pp | 48.32%-35.8pp | 28.51%-16.0pp |
| Employer contribution / active EE | $3,209 | $3,712-13.6% | $5,918-45.8% | $2,270+41.3% |
| Participant deferral / active EE | $5,698 | $5,829-2.2% | $7,714-26.1% | $3,740+52.4% |
| Admin fee / account holder | $230 | $596-61.4% | $12,427-98.1% | $513-55.1% |