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 MANAGEMENT10+ years Service code 26 444 CLINCHFIELD STREET · KINGSPORT, TN 37660 | Advisory (Participants) | $299,115 |
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $106,960 |
NEWPORT GROUP, INC.8 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $45,676 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,990 | $53,136+101.4% | $155,509-31.2% | $199,593-46.4% |
| Participation rate | 91.2% | 64.1%+27.1pp | 78.2%+13.0pp | 72.0%+19.2pp |
| Annual return | 12.10% | 41.15%-29.1pp | 64.67%-52.6pp | 34.25%-22.2pp |
| Employer contribution / active EE | $2,743 | $1,851+48.2% | $4,672-41.3% | $3,034-9.6% |
| Participant deferral / active EE | $5,383 | $3,161+70.3% | $5,626-4.3% | $5,087+5.8% |
| Admin fee / account holder | $329 | $185+77.2% | $15,912-97.9% | $269+22.2% |