Filed November 10, 2014
Total covered: 6 employees
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 12 · EIN 27-2037969 | Direct payment from the plan; Claims ... | $11,959 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 12 · EIN 42-1558009 | Trustee (directed); Custodial (securi... | $6,908 |
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 | $77,812 | $45,035+72.8% | $62,995+23.5% | $70,131+11.0% |
| Participation rate | 89.0% | 69.5%+19.5pp | 74.8%+14.2pp | 69.5%+19.5pp |
| Annual return | 16.56% | 18.76%-2.2pp | 87.57%-71.0pp | 73.14%-56.6pp |
| Employer contribution / active EE | $4,989 | $2,051+143.2% | $2,759+80.8% | $2,342+113.0% |
| Participant deferral / active EE | $5,446 | $2,465+121.0% | $3,329+63.6% | $3,332+63.4% |
| Admin fee / account holder | $49 | $2,834-98.3% | $3,600-98.6% | $4,645-99.0% |