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 |
|---|---|---|
Service code 12 · EIN 84-1477138 | Recordkeeping and information managem... | $4,125 |
NEWPORT GROUP, INC.5 years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Shareholder servicing fees; Investmen... | $0 |
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 | $21,446 | $55,415-61.3% | $155,509-86.2% | $74,495-71.2% |
| Participation rate | 73.4% | 61.9%+11.5pp | 78.2%-4.8pp | 67.2%+6.2pp |
| Annual return | 25.06% | 268.50%-243.4pp | 64.67%-39.6pp | 1364.94%-1339.9pp |
| Employer contribution / active EE | $2,167 | $2,267-4.4% | $4,672-53.6% | $2,623-17.4% |
| Participant deferral / active EE | $2,050 | $2,836-27.7% | $5,626-63.6% | $4,346-52.8% |
| Admin fee / account holder | $36 | $1,738-98.0% | $15,912-99.8% | $1,942-98.2% |