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 |
|---|---|---|
Service code 13 · EIN 73-1158890 | Contract Administrator | $30,694 |
Service code 13 · EIN 73-6145795 | Contract Administrator | $27,989 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,772 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 | Recordkeeping | $14,543 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $14,357 |
Filed as: RUSSELL & WILLIAMS, CPAS, INC Service code 10 · EIN 73-1349920 | Accounting | $9,000 |
MCAFEE & TAFT2 years Service code 29 · EIN 73-0781676 | Legal | $7,576 |
IMA WEALTH INC1 year Filed as: IMA SELECT Service code 23 · EIN 26-3811485 | Other insurance fees and expenses; In... | $7,116 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $61,366 | $80,005-23.3% | $140,016-56.2% | $55,725+10.1% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | 8.51% | 0.46%+8.1pp | 651.12%-642.6pp | 244.93%-236.4pp |
| Employer contribution / active EE | $1,251 | $3,403-63.2% | $5,606-77.7% | $2,078-39.8% |
| Participant deferral / active EE | $701 | $5,264-86.7% | $6,927-89.9% | $3,356-79.1% |
| Admin fee / account holder | $351 | $116+203.3% | $10,705-96.7% | $115+204.6% |