See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MITCHELL MCLEOD PUGH & WILLIAMS Service code 26 2610 DAUPHIN STREET · MOBILE, AL 36606 | Advisory (Participants) | $34,502 |
NEWPORT GROUP, INC.3 years Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping and ... | $22,413 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $56,977 | $45,031+26.5% | $84,966-32.9% | $77,643-26.6% |
| Participation rate | 45.6% | 48.7%-3.1pp | 67.5%-21.9pp | 70.6%-25.0pp |
| Annual return | 16.98% | 79.22%-62.2pp | 66.38%-49.4pp | 31.24%-14.3pp |
| Employer contribution / active EE | $1,459 | $1,609-9.3% | $2,727-46.5% | $2,726-46.5% |
| Participant deferral / active EE | $2,293 | $2,807-18.3% | $4,519-49.3% | $4,647-50.7% |
| Admin fee / account holder | $336 | $912-63.1% | $6,149-94.5% | $430-21.9% |