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+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Direct payment from the plan; Recordk... | $29,393 |
STEPHEN HORN INSURANCE SERVICES1+ years Filed as: STEPHEN H. ROSEN & ASSOCIATES, INC. Service code 27 89 NORTH HADDEN AVENUE · HADDONFIELD, NJ 08033 | Advisory (Plan) | $10,594 |
VERISIGHT, INC.1+ years Filed as: VERISIGHT TRUST COMPANY Service code 12 · EIN 27-4411131 | Claims processing; Trustee (directed)... | $10,062 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $69,450 | $51,769+34.2% | $57,343+21.1% | $52,331+32.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | 0.76% | 2.43%-1.7pp | 24.39%-23.6pp | 4.54%-3.8pp |
| Employer contribution / active EE | $3,620 | $2,335+55.0% | $2,689+34.6% | $1,882+92.4% |
| Participant deferral / active EE | $5,319 | $2,794+90.4% | $3,162+68.2% | $3,022+76.0% |
| Admin fee / account holder | $91 | $295-69.2% | $3,356-97.3% | $592-84.7% |