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.1 year Service code 12 · EIN 27-2037969 | Direct payment from the plan; Recordk... | $56,836 |
Filed as: SWBC Service code 27 · EIN 75-1553739 | Advisory (Plan) | $17,312 |
RELIANCE TRUST COMPANY2+ years Service code 12 · EIN 58-1428634 | Trustee (bank, trust company, or simi... | $12,797 |
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 | $51,136 | $63,905-20.0% | $74,183-31.1% | $57,658-11.3% |
| Participation rate | 97.2% | 79.8%+17.4pp | 76.6%+20.5pp | 70.2%+26.9pp |
| Annual return | 6.52% | 60.60%-54.1pp | 17.74%-11.2pp | 5.13%+1.4pp |
| Employer contribution / active EE | $1,963 | $1,840+6.7% | $2,370-17.2% | $1,974-0.5% |
| Participant deferral / active EE | $2,944 | $3,448-14.6% | $3,550-17.1% | $3,061-3.8% |
| Admin fee / account holder | $142 | $91+56.1% | $5,586-97.5% | $95+50.3% |