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 27 200 E. MAIN STREET · MIDLAND, MI 48640 | Advisory (Plan) | $68,820 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $32,923 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $10,106 |
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 | $58,660 | $47,722+22.9% | $82,719-29.1% | $64,808-9.5% |
| Participation rate | 71.2% | 67.6%+3.6pp | 72.6%-1.3pp | 71.5%-0.3pp |
| Annual return | 14.00% | -13.05%+27.1pp | 701.18%-687.2pp | 32.82%-18.8pp |
| Employer contribution / active EE | $1,775 | $2,179-18.5% | $3,009-41.0% | $2,506-29.2% |
| Participant deferral / active EE | $3,550 | $3,329+6.6% | $4,395-19.2% | $4,310-17.6% |
| Admin fee / account holder | $275 | $143+92.3% | $5,329-94.8% | $188+46.3% |