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 15 · EIN 27-2037969 | Recordkeeping | $9,191 |
EFFICIENT MARKET ADVISORS, LLC1 year Service code 26 12555 HIGH BLUFF DRIVE, SUITE 300 · SAN DIEGO, CA 92130 | Advisory (Participants) | $4,355 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $66,586 | $74,089-10.1% | $133,980-50.3% | $55,167+20.7% |
| Participation rate | 44.0% | 84.3%-40.3pp | 87.1%-43.0pp | 69.0%-25.0pp |
| Annual return | 15.27% | 12.11%+3.2pp | 29.30%-14.0pp | 169.23%-154.0pp |
| Employer contribution / active EE | $0 | $3,064-100.0% | $5,211-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,389 | $4,678-6.2% | $6,282-30.1% | $3,054+43.7% |
| Admin fee / account holder | $171 | $458-62.6% | $9,324-98.2% | $504-66.0% |