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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 |
|---|---|---|
NEWPORT GROUP, INC.7+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Investment management; Shareholder se... | $2,985 |
Service code 12 · EIN 84-1477138 | Direct payment from the plan; Claims ... | $475 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $100,608 | $86,655+16.1% | $119,609-15.9% | $66,914+50.4% |
| Participation rate | 89.0% | 75.6%+13.5pp | 79.3%+9.8pp | 69.8%+19.2pp |
| Annual return | 5.00% | -8.00%+13.0pp | -14.97%+20.0pp | 1.58%+3.4pp |
| Employer contribution / active EE | $1,905 | $2,536-24.9% | $4,232-55.0% | $2,544-25.1% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,602-100.0% | $4,237-100.0% |
| Admin fee / account holder | $10 | $755-98.6% | $10,323-99.9% | $593-98.3% |