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.3+ years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Account mai... | $9,823 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 12 · EIN 42-1558009 | Account maintenance fees; Trustee (di... | $7,400 |
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 | $75,978 | $43,327+75.4% | $59,878+26.9% | $64,186+18.4% |
| Participation rate | 89.8% | 69.2%+20.6pp | 74.7%+15.1pp | 69.6%+20.2pp |
| Annual return | -5.52% | -1.55%-4.0pp | 3.46%-9.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $5,340 | $2,028+163.3% | $2,722+96.2% | $2,381+124.3% |
| Participant deferral / active EE | $5,747 | $2,546+125.7% | $3,402+68.9% | $3,470+65.7% |
| Admin fee / account holder | $48 | $3,005-98.4% | $3,590-98.7% | $4,888-99.0% |