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.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $31,024 |
Service code 27 4140 E STATE ST · HERMITAGE, PA 16148 | Advisory (Plan) | $15,512 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,404 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $113 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $139,770 | $73,638+89.8% | $95,952+45.7% | $73,488+90.2% |
| Participation rate | 78.6% | 76.2%+2.5pp | 77.1%+1.5pp | 70.7%+7.9pp |
| Annual return | 19.38% | 16.78%+2.6pp | 91.61%-72.2pp | 28.51%-9.1pp |
| Employer contribution / active EE | $1,832 | $1,863-1.7% | $2,541-27.9% | $2,270-19.3% |
| Participant deferral / active EE | $4,971 | $3,617+37.4% | $4,167+19.3% | $3,740+32.9% |
| Admin fee / account holder | $373 | $482-22.7% | $6,795-94.5% | $513-27.3% |