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 BANK2+ years Service code 27 1004 N. MICHIGAN · SAGINAW, MI 48602 | Advisory (Plan) | $120,159 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 15 · EIN 27-2037969 | Recordkeeping | $13,033 |
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 | $96,154 | $57,921+66.0% | $84,750+13.5% | $57,658+66.8% |
| Participation rate | 83.2% | 72.9%+10.3pp | 76.6%+6.6pp | 70.2%+13.0pp |
| Annual return | 21.78% | 10.24%+11.5pp | 22.78%-1.0pp | 5.13%+16.6pp |
| Employer contribution / active EE | $1,840 | $2,598-29.2% | $3,574-48.5% | $1,974-6.8% |
| Participant deferral / active EE | $4,735 | $2,742+72.7% | $3,712+27.6% | $3,061+54.7% |
| Admin fee / account holder | $398 | $130+206.6% | $5,332-92.5% | $95+320.6% |