See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BAM ADVISOR SERVICES3 years Service code 26 8182 MARYLAND AVENUE · ST. LOUIS, MO 63105 | Advisory (Participants) | $27,781 |
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $14,707 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $48,753 | $105,181-53.6% | $159,436-69.4% | $85,850-43.2% |
| Participation rate | 55.2% | 75.8%-20.6pp | 82.8%-27.6pp | 69.3%-14.1pp |
| Annual return | 21.47% | 45.07%-23.6pp | 263.57%-242.1pp | 318.53%-297.1pp |
| Employer contribution / active EE | $1,576 | $3,318-52.5% | $4,829-67.4% | $2,565-38.6% |
| Participant deferral / active EE | $4,659 | $5,945-21.6% | $7,352-36.6% | $3,952+17.9% |
| Admin fee / account holder | $386 | $6,933-94.4% | $10,799-96.4% | $6,260-93.8% |