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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.9+ years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Recordk... | $47,830 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN, EDWARDS & COMPANY, L.L.P. Service code 10 · EIN 54-0504608 513 STATE STREET · BRISTOL, VA 24201 | Accounting | $17,250 |
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 | $53,129 | $58,926-9.8% | $97,226-45.4% | $74,495-28.7% |
| Participation rate | 90.8% | 63.5%+27.3pp | 72.7%+18.1pp | 67.2%+23.6pp |
| Annual return | 10.05% | 16.04%-6.0pp | 75.13%-65.1pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $628 | $1,894-66.8% | $2,729-77.0% | $2,623-76.1% |
| Participant deferral / active EE | $4,562 | $3,664+24.5% | $4,264+7.0% | $4,346+5.0% |
| Admin fee / account holder | $206 | $1,974-89.5% | $5,654-96.3% | $1,942-89.4% |