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 |
|---|---|---|
Service code 26 720 MOOREFIELD PARK DRIVE · RICHMOND, VA 23236 | Advisory (Participants) | $46,605 |
NEWPORT GROUP, INC.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $6,518 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $5,326 |
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 | $72,432 | $55,415+30.7% | $155,509-53.4% | $74,495-2.8% |
| Participation rate | 78.0% | 61.9%+16.1pp | 78.2%-0.2pp | 67.2%+10.8pp |
| Annual return | 13.49% | 268.50%-255.0pp | 64.67%-51.2pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $3,144 | $2,267+38.7% | $4,672-32.7% | $2,623+19.8% |
| Participant deferral / active EE | $4,373 | $2,836+54.2% | $5,626-22.3% | $4,346+0.6% |
| Admin fee / account holder | $287 | $1,738-83.5% | $15,912-98.2% | $1,942-85.2% |