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.3+ years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $1,070 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 12 · EIN 42-1558009 | Trustee (directed); Account maintenan... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $80,814 | $73,102+10.5% | $123,544-34.6% | $56,287+43.6% |
| Participation rate | 97.8% | 74.3%+23.4pp | 82.3%+15.5pp | 69.9%+27.9pp |
| Annual return | -7.41% | 3.01%-10.4pp | 119.20%-126.6pp | -9.96%+2.6pp |
| Employer contribution / active EE | $2,727 | $2,977-8.4% | $4,628-41.1% | $2,111+29.2% |
| Participant deferral / active EE | $8,049 | $5,423+48.4% | $6,426+25.3% | $3,350+140.3% |
| Admin fee / account holder | $5 | $554-99.1% | $9,284-99.9% | $521-99.0% |