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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $49,894 |
NEWPORT GROUP, INC.3 years Service code 13 · EIN 68-0167223 1350 TREAT BOULEVARD · WALNUT CREEK, CA 94597 | Contract Administrator | $14,991 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP Service code 13 | Contract Administrator | $12,605 |
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 | $47,811 | $59,186-19.2% | $76,768-37.7% | $56,287-15.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -4.36% | 6.62%-11.0pp | 2.43%-6.8pp | -9.96%+5.6pp |
| Employer contribution / active EE | $1,396 | $1,759-20.6% | $2,485-43.8% | $2,111-33.9% |
| Participant deferral / active EE | $1,934 | $3,255-40.6% | $3,852-49.8% | $3,350-42.3% |
| Admin fee / account holder | $64 | $489-86.8% | $6,675-99.0% | $521-87.6% |