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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BUCKINGHAM STRATEGIC ADVISORS Service code 26 · EIN 16-1728260 | Advisory (Participants) | $80,289 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $19,885 |
WITHUMSMITH+BROWN, PC1 year Filed as: ROBERT A BROWN, CPA Service code 10 · EIN 62-1613402 | Accounting | $5,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $137,481 | $59,584+130.7% | $86,874+58.3% | $79,386+73.2% |
| Participation rate | 97.0% | 67.7%+29.3pp | 71.6%+25.3pp | 70.7%+26.3pp |
| Annual return | 12.68% | 23.15%-10.5pp | 63.52%-50.8pp | 116.85%-104.2pp |
| Employer contribution / active EE | $3,614 | $1,768+104.4% | $2,495+44.8% | $2,427+48.9% |
| Participant deferral / active EE | $2,260 | $3,036-25.6% | $3,699-38.9% | $4,046-44.1% |
| Admin fee / account holder | $782 | $604+29.4% | $5,828-86.6% | $626+24.8% |