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 |
|---|---|---|
Filed as: SJS INVESMTNE SERVICES Service code 26 6711 MONROE ST. · SYLVANIA, OH 43560 | Advisory (Participants) | $21,249 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $15,701 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,861 | $58,083-17.6% | $80,019-40.2% | $56,287-15.0% |
| Participation rate | 67.2% | 73.6%-6.4pp | 75.8%-8.6pp | 69.9%-2.6pp |
| Annual return | -8.53% | 34.61%-43.1pp | 11.22%-19.8pp | -9.96%+1.4pp |
| Employer contribution / active EE | $408 | $1,932-78.9% | $2,468-83.5% | $2,111-80.7% |
| Participant deferral / active EE | $3,093 | $3,135-1.3% | $3,686-16.1% | $3,350-7.7% |
| Admin fee / account holder | $398 | $623-36.0% | $6,521-93.9% | $521-23.5% |