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 |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 1350 TREAT BOULEVARD, SUITE 300 · WALNUT CREEK, CA 94597 | Recordkeeping | $53,465 |
CLEARVIEW GROUP2+ years Service code 27 200 GLENNRIDGE POINT PARKWAY · ATLANTA, GA 30342 | Advisory (Plan) | $18,750 |
PLUMBERS LOCAL UNION NO. 6902+ years Filed as: PLUMBERS AND STEAMFITTERS LOCAL 52 Service code 35 P.O. BOX 211105 · MONTGOMERY, AL 361211105 | Employee (plan sponsor) | $18,749 |
KIM CUNNINGHAM2+ years Filed as: KIM WALKER Service code 29 14438 SCENIC HWY 98 · FAIRHOPE, AL 36532 | Legal | $5,101 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $178,584-100.0% | $84,750-100.0% | - |
| Participation rate | 0.0% | 64.5%-64.5pp | 76.6%-76.6pp | - |
| Annual return | 5.94% | 76.22%-70.3pp | 22.78%-16.8pp | - |
| Employer contribution / active EE | $0 | $1,402-100.0% | $3,574-100.0% | - |
| Participant deferral / active EE | $0 | $2,836-100.0% | $3,712-100.0% | - |
| Admin fee / account holder | $0 | $9,656-100.0% | $5,332-100.0% | - |