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: HUNTER-MICHAEL INVESTMENT ADVISORS Service code 27 | Advisory (Plan) | $34,785 |
NEWPORT GROUP, INC.7+ years Filed as: NEWPORT GROUP Service code 13 · EIN 62-1868111 | Contract Administrator | $26,827 |
ACTUARIAL BENEFITS CORP7+ years Filed as: ACTUARIAL CONSULTING GROUP Service code 13 · EIN 54-1437648 | Contract Administrator | $25,970 |
Service code 21 · EIN 54-1870462 | Bank Trustee | $10,932 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $354,279 | $105,181+236.8% | $159,436+122.2% | $85,850+312.7% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.8%+14.5pp | 69.3%+28.1pp |
| Annual return | 20.37% | 45.07%-24.7pp | 263.57%-243.2pp | 318.53%-298.2pp |
| Employer contribution / active EE | $3,612 | $3,318+8.9% | $4,829-25.2% | $2,565+40.8% |
| Participant deferral / active EE | $15,185 | $5,945+155.4% | $7,352+106.5% | $3,952+284.3% |
| Admin fee / account holder | $377 | $6,933-94.6% | $10,799-96.5% | $6,260-94.0% |