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: BANK OF OZARKS Service code 27 18000 CANTRELL RD · LITTLE ROCK, AR 72223 | Advisory (Plan) | $84,209 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $13,294 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,542 | $101,317-18.5% | $146,958-43.8% | $74,495+10.8% |
| Participation rate | 62.1% | 75.5%-13.4pp | 82.2%-20.0pp | 67.2%-5.1pp |
| Annual return | 18.75% | 8730.91%-8712.2pp | 418.34%-399.6pp | 1364.94%-1346.2pp |
| Employer contribution / active EE | $2,223 | $3,810-41.7% | $4,933-54.9% | $2,623-15.2% |
| Participant deferral / active EE | $3,578 | $7,303-51.0% | $8,070-55.7% | $4,346-17.7% |
| Admin fee / account holder | $621 | $1,739-64.3% | $12,998-95.2% | $1,942-68.0% |