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 |
|---|---|---|
DILLON AND ASSOCIATES2 years Filed as: DILLON CAPITAL MANAGEMENT Service code 27 809 N BETHLEHEM PIKE · AMBLER, PA 19002 | Advisory (Plan) | $28,746 |
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $25,645 |
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 | $33,599 | $61,473-45.3% | $81,930-59.0% | $73,409-54.2% |
| Participation rate | 94.6% | 72.4%+22.2pp | 72.0%+22.6pp | 72.2%+22.4pp |
| Annual return | 14.68% | 28.26%-13.6pp | 29.49%-14.8pp | 59.29%-44.6pp |
| Employer contribution / active EE | $943 | $1,898-50.3% | $4,310-78.1% | $2,234-57.8% |
| Participant deferral / active EE | $4,042 | $3,080+31.2% | $7,107-43.1% | $3,805+6.2% |
| Admin fee / account holder | $136 | $125+8.1% | $5,158-97.4% | $158-14.1% |