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.1 year Filed as: NEWPORT GROUP CONSULTING LLC Service code 27 · EIN 20-4649925 | Advisory (Plan) | $20,707 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $20,096 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 16 · EIN 13-2638166 | Consulting | $5,868 |
Service code 16 · EIN 31-1299207 | Consulting | $1,643 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,259 | $73,102-34.0% | $123,544-60.9% | $56,287-14.3% |
| Participation rate | 95.7% | 74.3%+21.4pp | 82.3%+13.4pp | 69.9%+25.9pp |
| Annual return | -7.55% | 3.01%-10.6pp | 119.20%-126.7pp | -9.96%+2.4pp |
| Employer contribution / active EE | $3,075 | $2,977+3.3% | $4,628-33.6% | $2,111+45.7% |
| Participant deferral / active EE | $6,638 | $5,423+22.4% | $6,426+3.3% | $3,350+98.2% |
| Admin fee / account holder | $253 | $554-54.3% | $9,284-97.3% | $521-51.4% |