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 |
|---|---|---|
STIFEL NICOLAUS & CO INC3 years Filed as: STIFEL FINANCIAL CORP Service code 27 | Advisory (Plan) | $25,803 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $18,146 |
PNC BANK, N.A.4+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $8,819 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $102,315 | $56,972+79.6% | $182,532-43.9% | $65,185+57.0% |
| Participation rate | 91.7% | 66.5%+25.2pp | 78.0%+13.8pp | 70.2%+21.5pp |
| Annual return | 23.94% | 27.67%-3.7pp | 148.54%-124.6pp | 29.38%-5.4pp |
| Employer contribution / active EE | $4,829 | $1,615+199.1% | $4,076+18.5% | $2,177+121.9% |
| Participant deferral / active EE | $9,074 | $3,526+157.3% | $5,524+64.3% | $3,514+158.3% |
| Admin fee / account holder | $460 | $528-12.8% | $8,592-94.6% | $847-45.7% |