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.1 year Service code 12 · EIN 27-2037969 | Direct payment from the plan; Recordk... | $33,916 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 27 1000 HARBOR BLVD., 5TH FLOOR · WEEHAWKEN, NJ 07086 | Advisory (Plan) | $31,503 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $56,293 | $80,177-29.8% | $123,892-54.6% | $57,658-2.4% |
| Participation rate | 88.5% | 74.4%+14.1pp | 81.4%+7.1pp | 70.2%+18.3pp |
| Annual return | 8.36% | 17.90%-9.5pp | 47.52%-39.2pp | 5.13%+3.2pp |
| Employer contribution / active EE | $989 | $2,913-66.1% | $4,617-78.6% | $1,974-49.9% |
| Participant deferral / active EE | $7,414 | $5,130+44.5% | $5,984+23.9% | $3,061+142.3% |
| Admin fee / account holder | $187 | $106+75.5% | $8,357-97.8% | $95+97.4% |