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: MIDATLANTIC CAPITAL MANAGEMENT Service code 27 11448 ROBIOUS RD. · RICHMOND, VA 23235 | Advisory (Plan) | $46,815 |
NEWPORT GROUP, INC.7 years Service code 14 · EIN 27-2037969 | Plan Administrator | $20,410 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 42-1558009 | Trustee (bank, trust company, or simi... | $14,232 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,345 | $76,670+51.7% | $96,683+20.3% | $71,457+62.8% |
| Participation rate | 82.1% | 66.6%+15.5pp | 74.3%+7.7pp | 67.9%+14.1pp |
| Annual return | 21.28% | 48.29%-27.0pp | 35.69%-14.4pp | 28.85%-7.6pp |
| Employer contribution / active EE | $3,374 | $3,031+11.3% | $3,737-9.7% | $2,588+30.4% |
| Participant deferral / active EE | $8,268 | $3,771+119.2% | $4,878+69.5% | $4,289+92.8% |
| Admin fee / account holder | $354 | $2,028-82.5% | $6,730-94.7% | $1,587-77.7% |