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 |
|---|---|---|
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Claims processing; Recordkeeping and ... | $11,894 |
NEWPORT GROUP, INC.1+ years Filed as: MATRIX FINANCIAL SOLUTIONS Service code 10 · EIN 20-1591048 700 17TH STREET, STE 300 · DENVER, CO 80202 | Accounting | $150 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,166 | $72,177-55.4% | $115,037-72.0% | $59,632-46.1% |
| Participation rate | 81.4% | 72.6%+8.8pp | 81.4%0pp | 68.7%+12.7pp |
| Annual return | 1.11% | 12.02%-10.9pp | 26.14%-25.0pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $997 | $2,841-64.9% | $4,608-78.4% | $2,203-54.7% |
| Participant deferral / active EE | $7,119 | $4,783+48.8% | $6,026+18.1% | $3,192+123.0% |
| Admin fee / account holder | $28 | $4,927-99.4% | $8,175-99.7% | $4,297-99.3% |