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.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $17,025 |
HANSON BRIDGETT LLP3 years Filed as: HANSON MCCLAIN ADVISORS Service code 26 8775 FOLSOM BLVD · SACRAMENTO, CA 95826 | Advisory (Participants) | $10,048 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $31,440 | $69,362-54.7% | $101,248-68.9% | $73,488-57.2% |
| Participation rate | 69.0% | 68.4%+0.6pp | 75.8%-6.8pp | 70.7%-1.7pp |
| Annual return | 22.02% | 18.46%+3.6pp | 46.47%-24.5pp | 28.51%-6.5pp |
| Employer contribution / active EE | $4,115 | $2,628+56.6% | $3,660+12.5% | $2,270+81.3% |
| Participant deferral / active EE | $2,340 | $3,300-29.1% | $4,370-46.5% | $3,740-37.4% |
| Admin fee / account holder | $224 | $704-68.2% | $5,945-96.2% | $513-56.4% |