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 |
|---|---|---|
NEW CENTURY PARTNERS3+ years Filed as: NEW CENTURY ASSET MANAGEMENT Service code 27 · EIN 22-3665937 | Advisory (Plan) | $32,850 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,571 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
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 | $105,855 | $225,748-53.1% | $136,294-22.3% | - |
| Participation rate | 77.8% | 69.2%+8.5pp | 81.9%-4.1pp | - |
| Annual return | 17.03% | 13.52%+3.5pp | 5155.94%-5138.9pp | - |
| Employer contribution / active EE | $892 | $3,134-71.5% | $4,695-81.0% | - |
| Participant deferral / active EE | $7,664 | $4,803+59.6% | $6,247+22.7% | - |
| Admin fee / account holder | $311 | $10,864-97.1% | $9,243-96.6% | - |