Filed November 20, 2017
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.
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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 |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Direct payment fr... | $50,405 |
BKD, LLP3+ years Filed as: BKD CPAS & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $14,196 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Custodial (securities); Claims proces... | $5,044 |
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 | $23,373 | $53,925-56.7% | $75,670-69.1% | $69,631-66.4% |
| Participation rate | 95.7% | 71.2%+24.5pp | 72.3%+23.4pp | 70.7%+25.0pp |
| Annual return | 13.50% | 17.84%-4.3pp | 27.34%-13.8pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $541 | $1,802-70.0% | $2,352-77.0% | $2,032-73.4% |
| Participant deferral / active EE | $2,684 | $2,569+4.5% | $3,142-14.6% | $3,224-16.7% |
| Admin fee / account holder | $87 | $97-10.8% | $5,800-98.5% | $110-21.5% |