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 |
|---|---|---|
Filed as: DIVERSIFIED FINANCIAL ADVISORS LLC Service code 27 14323 SOUTH OUTER FORTY DR. · CHESTERFIELD, MO 63017 | Advisory (Plan) | $30,055 |
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $26,420 |
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 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 | $51,785 | $49,138+5.4% | $84,015-38.4% | $65,185-20.6% |
| Participation rate | 75.5% | 60.7%+14.7pp | 69.0%+6.4pp | 70.2%+5.3pp |
| Annual return | 26.25% | 23.00%+3.3pp | 71.31%-45.1pp | 29.38%-3.1pp |
| Employer contribution / active EE | $1,030 | $914+12.7% | $1,983-48.1% | $2,177-52.7% |
| Participant deferral / active EE | $4,503 | $2,397+87.9% | $3,239+39.0% | $3,514+28.2% |
| Admin fee / account holder | $379 | $543-30.2% | $6,101-93.8% | $847-55.3% |