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 3-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.1 year Filed as: NEWPORT GROUP, INC Service code 12 · EIN 27-2037969 | Investment advisory (plan); Recordkee... | $42,214 |
Filed as: NORTHWESTERN MUTUAL Service code 26 9300 UNDERWATERWOOD AVE · OMAHA, NE 68114 | Advisory (Participants) | $26,879 |
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 | $34,584 | $82,917-58.3% | $103,333-66.5% | $77,643-55.5% |
| Participation rate | 49.7% | 71.6%-21.9pp | 74.5%-24.8pp | 70.6%-20.9pp |
| Annual return | 60.33% | 19.13%+41.2pp | 24.88%+35.5pp | 31.24%+29.1pp |
| Employer contribution / active EE | $1,787 | $3,552-49.7% | $3,868-53.8% | $2,726-34.4% |
| Participant deferral / active EE | $3,630 | $4,108-11.6% | $5,057-28.2% | $4,647-21.9% |
| Admin fee / account holder | $168 | $638-73.7% | $8,355-98.0% | $430-60.9% |