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.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $22,682 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL, LLC Service code 26 1200 N. HERDON STREET · ARLINGTON, VA 22201 | Advisory (Participants) | $21,794 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $132,243 | $91,190+45.0% | $178,490-25.9% | $79,858+65.6% |
| Participation rate | 97.7% | 69.2%+28.5pp | 81.9%+15.8pp | 69.6%+28.0pp |
| Annual return | 14.06% | 24.19%-10.1pp | 151.07%-137.0pp | 31.71%-17.7pp |
| Employer contribution / active EE | $5,787 | $3,256+77.7% | $5,011+15.5% | $2,471+134.2% |
| Participant deferral / active EE | $8,546 | $3,236+164.1% | $5,202+64.3% | $3,740+128.5% |
| Admin fee / account holder | $374 | $6,751-94.5% | $13,984-97.3% | $5,306-93.0% |