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.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $20,642 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $17,213 |
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 | $59,709 | $61,616-3.1% | $105,722-43.5% | $55,167+8.2% |
| Participation rate | 91.3% | 72.9%+18.3pp | 78.9%+12.4pp | 69.0%+22.3pp |
| Annual return | 20.44% | 11.15%+9.3pp | 12.25%+8.2pp | 169.23%-148.8pp |
| Employer contribution / active EE | $4,585 | $3,043+50.7% | $4,079+12.4% | $1,963+133.6% |
| Participant deferral / active EE | $7,355 | $4,213+74.6% | $5,326+38.1% | $3,054+140.8% |
| Admin fee / account holder | $220 | $379-41.9% | $8,308-97.4% | $504-56.3% |