See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4+ years Filed as: NEWPORT GROUP Service code 12 · EIN 62-1868111 | Custodial (securities); Direct paymen... | $30,840 |
Filed as: MORGAN STANLEY Service code 26 P.O. BOX 1095 · BURLINGTON, VT 05402 | Advisory (Participants) | $14,813 |
PENSION WORKS, INC.1 year Service code 14 · EIN 03-0359635 382 HERCULES DRIVE SUITE 1 · COLCHESTER, VT 05446 | Plan Administrator | $6,580 |
RELIANCE TRUST COMPANY4+ years Service code 50 · EIN 58-1428634 1100 ABERNATHY ROAD · ATLANTA, GA 30328 | Direct Payment | $0 |
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 | $88,427 | $75,388+17.3% | $123,544-28.4% | $55,725+58.7% |
| Participation rate | 99.0% | 75.7%+23.3pp | 82.3%+16.7pp | 70.9%+28.1pp |
| Annual return | -6.09% | 4.48%-10.6pp | 119.20%-125.3pp | 244.93%-251.0pp |
| Employer contribution / active EE | $3,587 | $3,063+17.1% | $4,628-22.5% | $2,078+72.6% |
| Participant deferral / active EE | $8,497 | $5,651+50.4% | $6,426+32.2% | $3,356+153.2% |
| Admin fee / account holder | $140 | $120+16.9% | $9,284-98.5% | $115+21.6% |