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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 420 N. 20TH STREET · BIRMINGHAM, AL 35203 | Advisory (Plan) | $261,063 |
NEWPORT GROUP, INC.3+ years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Claims processing... | $10,824 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $368,442 | $77,813+373.5% | $123,544+198.2% | $64,186+474.0% |
| Participation rate | 99.0% | 74.7%+24.2pp | 82.3%+16.7pp | 69.6%+29.4pp |
| Annual return | -6.25% | 12.48%-18.7pp | 119.20%-125.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $18,345 | $3,014+508.7% | $4,628+296.4% | $2,381+670.5% |
| Participant deferral / active EE | $8,277 | $5,240+58.0% | $6,426+28.8% | $3,470+138.6% |
| Admin fee / account holder | $2,364 | $5,519-57.2% | $9,284-74.5% | $4,888-51.6% |