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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.8+ years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Recordkeeping and... | $56,523 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN, EDWARDS & COMPANY, L.L.P. Service code 10 · EIN 54-0504608 513 STATE STREET · BRISTOL, VA 24201 | Accounting | $16,420 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,387 | $51,315+0.1% | $95,745-46.3% | $71,457-28.1% |
| Participation rate | 89.6% | 63.0%+26.6pp | 72.3%+17.4pp | 67.9%+21.7pp |
| Annual return | 13.91% | 25.26%-11.3pp | 28.35%-14.4pp | 28.85%-14.9pp |
| Employer contribution / active EE | $612 | $1,819-66.4% | $2,835-78.4% | $2,588-76.3% |
| Participant deferral / active EE | $4,505 | $3,358+34.2% | $4,245+6.1% | $4,289+5.0% |
| Admin fee / account holder | $240 | $1,137-78.9% | $5,678-95.8% | $1,587-84.9% |