Filed February 6, 2019
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 |
|---|---|---|
INTEGRITY CAPITAL MANAGEMENT5+ years Service code 26 444 CLINCHFIELD STREET · KINGSPORT, TN 37660 | Advisory (Participants) | $142,780 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP, INC Service code 15 · EIN 27-2037969 | Recordkeeping | $136,006 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $13,332 |
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 | $71,935 | $47,456+51.6% | $172,739-58.4% | $77,787-7.5% |
| Participation rate | 73.6% | 66.3%+7.3pp | 82.6%-9.1pp | 73.2%+0.4pp |
| Annual return | 21.53% | 35.57%-14.0pp | 802.84%-781.3pp | 32.57%-11.0pp |
| Employer contribution / active EE | $1,194 | $1,574-24.2% | $5,143-76.8% | $2,504-52.3% |
| Participant deferral / active EE | $3,491 | $2,560+36.4% | $5,198-32.8% | $3,967-12.0% |
| Admin fee / account holder | $247 | $81+205.9% | $13,954-98.2% | $100+147.2% |