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 13 · EIN 27-2037969 | Contract Administrator | $22,829 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 1200 HOWARD BLVD. · MT. LAUREL, NJ 08054 | Advisory (Plan) | $18,095 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,836 | $61,272-51.3% | $149,673-80.1% | $71,457-58.2% |
| Participation rate | 77.0% | 62.5%+14.5pp | 78.8%-1.8pp | 67.9%+9.0pp |
| Annual return | 8.69% | 35.85%-27.2pp | 134.42%-125.7pp | 28.85%-20.2pp |
| Employer contribution / active EE | $1,071 | $2,378-55.0% | $4,818-77.8% | $2,588-58.6% |
| Participant deferral / active EE | $1,719 | $2,917-41.1% | $5,680-69.7% | $4,289-59.9% |
| Admin fee / account holder | $191 | $1,261-84.9% | $13,210-98.6% | $1,587-88.0% |