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.5+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $26,847 |
RVK, INC.5+ years Filed as: RV KUHNS & ASSOCIATES, INC. Service code 27 · EIN 93-0910652 | Advisory (Plan) | $22,500 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $13,000 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $8,754 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $197,751 | $81,474+142.7% | $133,956+47.6% | $73,488+169.1% |
| Participation rate | 89.4% | 76.4%+13.1pp | 79.8%+9.6pp | 70.7%+18.7pp |
| Annual return | 3.57% | 19.40%-15.8pp | 45.09%-41.5pp | 28.51%-24.9pp |
| Employer contribution / active EE | $8,922 | $2,209+303.8% | $3,919+127.7% | $2,270+293.0% |
| Participant deferral / active EE | $5,766 | $3,786+52.3% | $5,048+14.2% | $3,740+54.2% |
| Admin fee / account holder | $564 | $713-20.9% | $8,927-93.7% | $513+10.0% |