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 |
|---|---|---|
Filed as: EAGLE STRATGIES, LLC Service code 27 51 MADISON AVE ROOM 251 · NEW YORK, NY 10010 | Advisory (Plan) | $20,000 |
NEWPORT GROUP, INC.1 year Service code 64 · EIN 27-2037969 | Recordkeeping Fees | $12,927 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,094 | $67,984-13.1% | $65,493-9.8% | $74,304-20.5% |
| Participation rate | 56.5% | 66.3%-9.8pp | 73.1%-16.6pp | 60.3%-3.9pp |
| Annual return | 14.40% | 19.87%-5.5pp | 982.45%-968.0pp | 29.43%-15.0pp |
| Employer contribution / active EE | $2,521 | $2,491+1.2% | $2,574-2.1% | $2,241+12.5% |
| Participant deferral / active EE | $2,639 | $3,346-21.1% | $3,961-33.4% | $3,767-30.0% |
| Admin fee / account holder | $163 | $1,373-88.1% | $5,028-96.8% | $2,969-94.5% |