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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.
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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 fees; Direct payment fr... | $10,721 |
NEWPORT GROUP, INC.1 year Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Direct payment from the plan; Custodi... | $2,535 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,627 | $78,672-71.2% | $109,143-79.3% | $85,850-73.6% |
| Participation rate | 38.1% | 68.3%-30.2pp | 75.9%-37.8pp | 69.3%-31.2pp |
| Annual return | 21.31% | 25.09%-3.8pp | 25.75%-4.4pp | 318.53%-297.2pp |
| Employer contribution / active EE | $1,488 | $2,735-45.6% | $3,722-60.0% | $2,565-42.0% |
| Participant deferral / active EE | $2,805 | $3,467-19.1% | $4,653-39.7% | $3,952-29.0% |
| Admin fee / account holder | $225 | $5,469-95.9% | $6,752-96.7% | $6,260-96.4% |