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.5 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Recordk... | $53,433 |
THURSTON SPRINGER MILLER5 years Filed as: THURSTON,SPRINGER,MILLER,HERD&TATAK Service code 10 · EIN 35-1090346 | Accounting | $40,167 |
Employer contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,492 | $61,473-55.3% | $81,930-66.4% | $73,409-62.5% |
| Participation rate | 77.2% | 72.4%+4.8pp | 72.0%+5.2pp | 72.2%+5.0pp |
| Annual return | 20.13% | 28.26%-8.1pp | 29.49%-9.4pp | 59.29%-39.2pp |
| Employer contribution / active EE | $341 | $1,898-82.0% | $4,310-92.1% | $2,234-84.7% |
| Participant deferral / active EE | $2,394 | $3,080-22.3% | $7,107-66.3% | $3,805-37.1% |
| Admin fee / account holder | $91 | $125-27.7% | $5,158-98.2% | $158-42.6% |