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 |
|---|---|---|
COVINGTON & BURLING LLP1 year Filed as: COVINGTON INVESTMENT ADVISORS Service code 27 301 E MAIN ST · LIGONIER, PA 15658 | Advisory (Plan) | $21,759 |
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $10,999 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $110,284 | $101,317+8.9% | $146,958-25.0% | $74,495+48.0% |
| Participation rate | 94.7% | 75.5%+19.2pp | 82.2%+12.6pp | 67.2%+27.5pp |
| Annual return | 16.00% | 8730.91%-8714.9pp | 418.34%-402.3pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $5,993 | $3,810+57.3% | $4,933+21.5% | $2,623+128.5% |
| Participant deferral / active EE | $6,951 | $7,303-4.8% | $8,070-13.9% | $4,346+59.9% |
| Admin fee / account holder | $367 | $1,739-78.9% | $12,998-97.2% | $1,942-81.1% |