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.6+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $153,713 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (individual); Trustee (bank, ... | $8,009 |
LUTZ & COMPANY, PC1 year Filed as: LUTZ & COMPANY, P.C Service code 26 · EIN 47-0625816 | Advisory (Participants) | $8,000 |
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 | $69,543 | $185,342-62.5% | $111,297-37.5% | $86,799-19.9% |
| Participation rate | 97.1% | 81.0%+16.2pp | 77.3%+19.8pp | 72.3%+24.9pp |
| Annual return | 13.46% | 500.80%-487.3pp | 54.65%-41.2pp | 97.91%-84.4pp |
| Employer contribution / active EE | $3,181 | $2,246+41.6% | $2,731+16.5% | $2,405+32.2% |
| Participant deferral / active EE | $6,484 | $4,458+45.4% | $4,487+44.5% | $4,131+57.0% |
| Admin fee / account holder | $179 | $255-29.8% | $7,964-97.7% | $170+5.7% |