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+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Claims processing; Recordkeeping and ... | $44,370 |
MALONEY & NOVOTNY LLC1+ years Service code 10 · EIN 34-0677006 | Accounting | $11,150 |
VERISIGHT, INC.1+ years Filed as: VERISIGHT TRUST COMPANY Service code 12 · EIN 27-4411131 | Account maintenance fees; Claims proc... | $5,676 |
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 | $55,619 | $68,413-18.7% | $123,104-54.8% | $55,191+0.8% |
| Participation rate | 95.2% | 84.5%+10.6pp | 86.8%+8.4pp | 69.2%+26.0pp |
| Annual return | 2.23% | 6.30%-4.1pp | 13.22%-11.0pp | 10.78%-8.6pp |
| Employer contribution / active EE | $2,337 | $3,050-23.4% | $5,151-54.6% | $1,899+23.1% |
| Participant deferral / active EE | $6,617 | $4,490+47.4% | $6,230+6.2% | $3,046+117.2% |
| Admin fee / account holder | $55 | $88-37.8% | $9,015-99.4% | $91-39.8% |