Filed November 10, 2016
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 3-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 |
|---|---|---|
OPPENHEIMER1+ years Filed as: OPPENHEIMER & CO Service code 27 · EIN 13-5657518 | Advisory (Plan) | $105,486 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (directed); Account maintenan... | $29,350 |
NEWPORT GROUP, INC.1+ years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $10,881 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,579 | $46,292+151.8% | $143,757-18.9% | $64,808+79.9% |
| Participation rate | 93.8% | 64.2%+29.6pp | 80.3%+13.5pp | 71.5%+22.3pp |
| Annual return | -15.01% | -10.05%-5.0pp | -0.04%-15.0pp | 32.82%-47.8pp |
| Employer contribution / active EE | $1,265 | $1,910-33.7% | $4,951-74.4% | $2,506-49.5% |
| Participant deferral / active EE | $8,167 | $2,646+208.7% | $5,637+44.9% | $4,310+89.5% |
| Admin fee / account holder | $241 | $154+56.6% | $14,673-98.4% | $188+28.3% |