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.2+ years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $16,496 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 12 · EIN 42-1558009 | Trustee (directed); Account maintenan... | $7,764 |
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 | $87,629 | $80,753+8.5% | $136,294-35.7% | $62,292+40.7% |
| Participation rate | 96.6% | 73.5%+23.1pp | 81.9%+14.7pp | 69.5%+27.1pp |
| Annual return | 20.38% | 35.83%-15.5pp | 5155.94%-5135.6pp | 28.90%-8.5pp |
| Employer contribution / active EE | $2,870 | $2,884-0.5% | $4,695-38.9% | $2,042+40.5% |
| Participant deferral / active EE | $7,726 | $5,164+49.6% | $6,247+23.7% | $3,169+143.8% |
| Admin fee / account holder | $6 | $525-98.8% | $9,243-99.9% | $479-98.7% |