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 |
|---|---|---|
Filed as: PALMER RETIREMENT CONSULTING INC. Service code 27 6714 POINTE INVERNESS WAY · FORT WAYNE, IA 46804 | Advisory (Plan) | $20,174 |
NEWPORT GROUP, INC.4 years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $6,064 |
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 | $47,270 | $52,953-10.7% | $172,739-72.6% | $65,185-27.5% |
| Participation rate | 96.4% | 66.2%+30.2pp | 82.6%+13.8pp | 70.2%+26.2pp |
| Annual return | 23.18% | 30.12%-6.9pp | 802.84%-779.7pp | 29.38%-6.2pp |
| Employer contribution / active EE | $3,156 | $2,190+44.1% | $5,143-38.6% | $2,177+45.0% |
| Participant deferral / active EE | $3,598 | $2,471+45.6% | $5,198-30.8% | $3,514+2.4% |
| Admin fee / account holder | $193 | $472-59.1% | $13,954-98.6% | $847-77.2% |