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 |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 13 · EIN 27-2037969 | Contract Administrator | $34,795 |
Filed as: BRIDGES INVESTMENT MANAGEMENT Service code 27 1125 SOUTH 103RD STREET · OMAHA, NC 68124 | Advisory (Plan) | $32,145 |
LWBJ, LLP1 year Service code 10 · EIN 42-1462849 | Accounting | $8,800 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $8,544 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,048 | $86,286-30.4% | $111,297-46.0% | $85,850-30.1% |
| Participation rate | 98.9% | 73.3%+25.5pp | 77.3%+21.6pp | 69.3%+29.6pp |
| Annual return | 13.75% | 19.99%-6.2pp | 54.65%-40.9pp | 318.53%-304.8pp |
| Employer contribution / active EE | $1,905 | $2,043-6.8% | $2,731-30.3% | $2,565-25.7% |
| Participant deferral / active EE | $5,928 | $3,641+62.8% | $4,487+32.1% | $3,952+50.0% |
| Admin fee / account holder | $363 | $8,188-95.6% | $7,964-95.4% | $6,260-94.2% |