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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 45-3764090 | Advisory (Plan) | $27,491 |
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Recordkeeping fees; Recordkeeping and... | $15,975 |
BOTWINICK & COMPANY1 year Filed as: BOTWINICK & COMPANY, LLC Service code 99 201 W. PASSAIC STREET · ROCHELLE PARK, NJ 07662 | Other Fees | $8,750 |
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.)
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 | $146,837 | $98,750+48.7% | $149,696-1.9% | $79,858+83.9% |
| Participation rate | 34.3% | 75.8%-41.4pp | 82.5%-48.1pp | 69.6%-35.3pp |
| Annual return | 14.66% | 27.43%-12.8pp | 276.60%-261.9pp | 31.71%-17.1pp |
| Employer contribution / active EE | $370 | $3,216-88.5% | $4,644-92.0% | $2,471-85.0% |
| Participant deferral / active EE | $5,741 | $5,680+1.1% | $6,842-16.1% | $3,740+53.5% |
| Admin fee / account holder | $696 | $6,053-88.5% | $9,309-92.5% | $5,306-86.9% |