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 | Direct payment from the plan; Claims ... | $144,571 |
WILMINGTON TRUST1+ years Service code 12 · EIN 51-0099033 | Claims processing; Custodial (securit... | $5,984 |
VERISIGHT, INC.1+ years Filed as: VERISIGHT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $5,119 |
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).
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 | $9,452 | $38,312-75.3% | $100,671-90.6% | $59,188-84.0% |
| Participation rate | 92.3% | 57.4%+34.9pp | 70.7%+21.6pp | 69.4%+22.9pp |
| Annual return | 3.55% | 2.64%+0.9pp | 20.43%-16.9pp | 5.51%-2.0pp |
| Employer contribution / active EE | $617 | $1,183-47.9% | $4,012-84.6% | $2,098-70.6% |
| Participant deferral / active EE | $1,540 | $1,847-16.6% | $3,144-51.0% | $3,265-52.8% |
| Admin fee / account holder | $29 | $68-57.9% | $4,850-99.4% | $92-69.1% |