Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $135,814 |
Filed as: ANCORA RETIREMENT PLAN ADVISORS,INC Service code 27 6060 PARKLAND BLVD · CLEVELAND, OH 44124 | Advisory (Plan) | $106,286 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,035 | $89,465-59.7% | $164,866-78.1% | $77,671-53.6% |
| Participation rate | 93.4% | 78.6%+14.7pp | 78.6%+14.7pp | 70.6%+22.8pp |
| Annual return | 12.07% | 28.81%-16.7pp | 69.97%-57.9pp | 31.21%-19.1pp |
| Employer contribution / active EE | $807 | $2,568-68.6% | $4,343-81.4% | $2,726-70.4% |
| Participant deferral / active EE | $2,950 | $4,897-39.8% | $6,033-51.1% | $4,648-36.5% |
| Admin fee / account holder | $197 | $340-42.0% | $12,689-98.4% | $430-54.2% |