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 |
|---|---|---|
BKD, LLP3+ years Filed as: BKD WEALTH ADVISORS, LLC Service code 27 910 E. ST. LOUIS · SPRINGFIELD, MO 658011190 | Advisory (Plan) | $21,381 |
NEWPORT GROUP, INC.3+ years Filed as: THE NEWPORT GROUP, INC. Service code 13 · EIN 27-2037969 | Contract Administrator | $12,811 |
NEWPORT GROUP, INC.3+ years Filed as: NEWPORT TRUST COMPANY Service code 12 | Custodial (securities); Claims proces... | $0 |
NEWPORT GROUP, INC.3+ years Filed as: THE NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Claims processing; Direct payment fro... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,189 | $79,523-43.2% | $140,016-67.7% | $56,287-19.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -6.60% | 2.39%-9.0pp | 651.12%-657.7pp | -9.96%+3.4pp |
| Employer contribution / active EE | $1,401 | $3,350-58.2% | $5,606-75.0% | $2,111-33.7% |
| Participant deferral / active EE | $3,031 | $5,129-40.9% | $6,927-56.2% | $3,350-9.5% |
| Admin fee / account holder | $276 | $614-55.0% | $10,705-97.4% | $521-47.0% |