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.5 years Filed as: NEWPORT TRUST COMPANY Service code 15 45 SOUTH 7TH STREET, SUITE 2208 · MINNEAPOLIS, MN 55402 | Recordkeeping | $44,482 |
BUCKINGHAM STRATEGIC PARTNERS6+ years Filed as: BUCKINGHAM ASSET MANAGEMENT, LLC Service code 27 8182 MARYLAND AVENUE, STE 500 · ST. LOUIS, MO 63105 | Advisory (Plan) | $11,749 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $305,979 | $99,957+206.1% | $149,696+104.4% | $73,488+316.4% |
| Participation rate | 91.9% | 75.7%+16.2pp | 82.5%+9.4pp | 70.7%+21.2pp |
| Annual return | 5.77% | 53.87%-48.1pp | 276.60%-270.8pp | 28.51%-22.7pp |
| Employer contribution / active EE | $4,437 | $3,191+39.0% | $4,644-4.5% | $2,270+95.4% |
| Participant deferral / active EE | $6,338 | $6,073+4.4% | $6,842-7.4% | $3,740+69.5% |
| Admin fee / account holder | $184 | $551-66.5% | $9,309-98.0% | $513-64.0% |