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 |
|---|---|---|
TRI-STAR TRUST BANK1 year Service code 26 200 E.MAIN STREET · MIDLAND, MI 48640 | Advisory (Participants) | $9,945 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $9,074 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $8,426 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $61,865 | $66,124-6.4% | $90,404-31.6% | $73,488-15.8% |
| Participation rate | 46.0% | 69.7%-23.6pp | 72.7%-26.6pp | 70.7%-24.6pp |
| Annual return | 19.88% | 17.65%+2.2pp | 1293.02%-1273.1pp | 28.51%-8.6pp |
| Employer contribution / active EE | $1,450 | $2,346-38.2% | $3,262-55.5% | $2,270-36.1% |
| Participant deferral / active EE | $1,451 | $3,039-52.2% | $3,963-63.4% | $3,740-61.2% |
| Admin fee / account holder | $302 | $396-23.9% | $5,611-94.6% | $513-41.2% |