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 MANAGEMENT9+ years Service code 26 444 CLINCHFIELD STREET · KINGSPORT, TN 37660 | Advisory (Participants) | $241,818 |
NEWPORT GROUP, INC.9+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $110,642 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $37,023 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,206 | $50,127+105.9% | $149,673-31.0% | $80,160+28.8% |
| Participation rate | 91.8% | 64.3%+27.5pp | 78.8%+13.0pp | 72.9%+18.8pp |
| Annual return | 19.69% | 29.82%-10.1pp | 134.42%-114.7pp | 40.38%-20.7pp |
| Employer contribution / active EE | $4,703 | $1,865+152.2% | $4,818-2.4% | $2,978+57.9% |
| Participant deferral / active EE | $5,093 | $3,194+59.5% | $5,680-10.3% | $5,017+1.5% |
| Admin fee / account holder | $302 | $153+98.1% | $13,210-97.7% | $145+108.7% |