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.3 years Service code 15 | Recordkeeping | $31,528 |
KAPTEIN DYKSTRA & COMPANY PC4+ years Filed as: KAPTEIN DYKSTRA & CO. PC Service code 10 · EIN 38-2939866 | Accounting | $7,500 |
VARNUM LLP4+ years Filed as: VARNUM, LLP Service code 29 160 WEST FORT STREET · DETROIT, MI 48226 | Legal | $5,107 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP,INC. Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $1,350 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,434 | $55,449-45.1% | $83,848-63.7% | $56,287-45.9% |
| Participation rate | 92.9% | 68.0%+24.9pp | 76.1%+16.7pp | 69.9%+23.0pp |
| Annual return | -6.49% | -1.38%-5.1pp | 850.88%-857.4pp | -9.96%+3.5pp |
| Employer contribution / active EE | $1,550 | $2,430-36.2% | $3,631-57.3% | $2,111-26.6% |
| Participant deferral / active EE | $488 | $2,935-83.4% | $4,082-88.0% | $3,350-85.4% |
| Admin fee / account holder | $49 | $656-92.5% | $5,478-99.1% | $521-90.5% |