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 ASSOCIATES3 years Filed as: DILLON CAPITAL MANAGEMENT Service code 27 809 N BETHLEHEM PIKE · AMBLER, PA 19002 | Advisory (Plan) | $37,781 |
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $33,525 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,269 | $66,528-41.0% | $86,874-54.8% | $86,799-54.8% |
| Participation rate | 97.9% | 72.4%+25.5pp | 71.6%+26.2pp | 72.3%+25.6pp |
| Annual return | 14.41% | 19.56%-5.2pp | 63.52%-49.1pp | 97.91%-83.5pp |
| Employer contribution / active EE | $1,011 | $2,007-49.6% | $2,495-59.5% | $2,405-58.0% |
| Participant deferral / active EE | $4,361 | $3,240+34.6% | $3,699+17.9% | $4,131+5.6% |
| Admin fee / account holder | $169 | $148+13.8% | $5,828-97.1% | $170-0.6% |