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.2 years Service code 15 | Recordkeeping | $32,164 |
KAPTEIN DYKSTRA & COMPANY PC3+ years Filed as: KAPTEIN DYKSTRA & CO. PC Service code 10 · EIN 38-2939866 | Accounting | $12,300 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP,INC. Service code 12 · EIN 27-2037969 | Direct payment from the plan; Sub-tra... | $1,075 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,407 | $58,726-38.0% | $92,233-60.5% | $62,292-41.6% |
| Participation rate | 93.4% | 68.3%+25.0pp | 76.5%+16.9pp | 69.5%+23.9pp |
| Annual return | 13.67% | 43.62%-29.9pp | 176.28%-162.6pp | 28.90%-15.2pp |
| Employer contribution / active EE | $1,542 | $2,392-35.5% | $3,679-58.1% | $2,042-24.5% |
| Participant deferral / active EE | $508 | $2,766-81.6% | $3,897-87.0% | $3,169-84.0% |
| Admin fee / account holder | $74 | $556-86.7% | $5,194-98.6% | $479-84.6% |