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 BANK3+ years Service code 27 1004 N. MICHIGAN · SAGINAW, MI 48602 | Advisory (Plan) | $141,689 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP, INC Service code 15 · EIN 27-2037969 | Recordkeeping | $12,623 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $116,572 | $60,545+92.5% | $92,233+26.4% | $69,631+67.4% |
| Participation rate | 96.9% | 72.2%+24.7pp | 76.5%+20.4pp | 70.7%+26.2pp |
| Annual return | 19.59% | 19.71%-0.1pp | 176.28%-156.7pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $1,957 | $2,633-25.7% | $3,679-46.8% | $2,032-3.7% |
| Participant deferral / active EE | $5,771 | $2,828+104.1% | $3,897+48.1% | $3,224+79.0% |
| Admin fee / account holder | $454 | $145+213.5% | $5,194-91.3% | $110+311.0% |