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.2 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $86,086 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 135 E. WASHINGTON ROW · SANDUSKY, OH 44870 | Advisory (Plan) | $26,500 |
1ST GLOBAL CAPITAL CORP1 year Filed as: 1ST GLOBAL CAPITAL Service code 27 1250 EAST HALLANDALE BEACH BLVD. · HALLANDALE BEACH, FL 33009 | Advisory (Plan) | $19,588 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (directed); Custodial (securi... | $13,642 |
Filed as: MERRILL LYNCH Service code 27 4406 TIMBER COMMONS DR. · SANDUSKY, OH 44870 | Advisory (Plan) | $10,439 |
MEADEN & MOORE, LTD.3+ years Filed as: MEADEN & MOORE, LTD Service code 10 · EIN 34-1818258 | Accounting | $9,500 |
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 | $53,652 | $46,173+16.2% | $170,442-68.5% | $69,631-22.9% |
| Participation rate | 96.0% | 63.9%+32.1pp | 83.6%+12.4pp | 70.7%+25.3pp |
| Annual return | 14.37% | 21.62%-7.3pp | 205.93%-191.6pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $2,862 | $1,610+77.8% | $5,433-47.3% | $2,032+40.9% |
| Participant deferral / active EE | $3,100 | $2,080+49.0% | $4,939-37.2% | $3,224-3.8% |
| Admin fee / account holder | $199 | $116+71.5% | $13,880-98.6% | $110+80.1% |