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.4 years Service code 12 · EIN 27-4411131 | Direct payment from the plan; Recordk... | $27,096 |
Filed as: UBS FINANCIAL ADVISORS Service code 26 1735 MARKET STREET · PHILADELPHIA, PA 19103 | Advisory (Participants) | $13,522 |
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 | $211,597 | $52,953+299.6% | $172,739+22.5% | $65,185+224.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 19.25% | 30.12%-10.9pp | 802.84%-783.6pp | 29.38%-10.1pp |
| Employer contribution / active EE | $8,008 | $2,190+265.7% | $5,143+55.7% | $2,177+267.9% |
| Participant deferral / active EE | $5,809 | $2,471+135.1% | $5,198+11.8% | $3,514+65.3% |
| Admin fee / account holder | $180 | $472-61.9% | $13,954-98.7% | $847-78.8% |