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 |
|---|---|---|
SVA PLUMB FINANCIAL3 years Service code 26 1221 JOHN Q. HAMMONS DRIVE · MADISON, WI 53717 | Advisory (Participants) | $21,946 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $11,483 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $5,380 |
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 | $77,324 | $58,879+31.3% | $178,490-56.7% | $73,488+5.2% |
| Participation rate | 88.5% | 66.2%+22.3pp | 81.9%+6.6pp | 70.7%+17.9pp |
| Annual return | 17.99% | 24.86%-6.9pp | 151.07%-133.1pp | 28.51%-10.5pp |
| Employer contribution / active EE | $2,718 | $2,236+21.6% | $5,011-45.7% | $2,270+19.7% |
| Participant deferral / active EE | $5,702 | $2,567+122.1% | $5,202+9.6% | $3,740+52.5% |
| Admin fee / account holder | $171 | $400-57.3% | $13,984-98.8% | $513-66.7% |