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 26 · EIN 36-6841859 200 E. MAIN STREET · MIDLAND, MI 48640 | Advisory (Participants) | $120,873 |
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $31,303 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $8,941 |
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).
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 | $108,417 | $95,880+13.1% | $107,525+0.8% | $85,563+26.7% |
| Participation rate | 98.0% | 70.1%+27.8pp | 75.1%+22.9pp | 66.0%+32.0pp |
| Annual return | 12.88% | 68.06%-55.2pp | 181.32%-168.4pp | 31.51%-18.6pp |
| Employer contribution / active EE | $1,656 | $3,812-56.6% | $3,754-55.9% | $2,654-37.6% |
| Participant deferral / active EE | $6,213 | $4,201+47.9% | $5,116+21.5% | $4,375+42.0% |
| Admin fee / account holder | $417 | $1,025-59.3% | $8,919-95.3% | $834-50.0% |