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 |
|---|---|---|
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN BANK Service code 27 800 N SHORELINE · CORPUS CHRISTI, TX 78401 | Advisory (Plan) | $9,980 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $9,169 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,915 | $47,977-37.6% | $154,107-80.6% | $56,287-46.9% |
| Participation rate | 58.8% | 66.2%-7.4pp | 83.0%-24.3pp | 69.9%-11.1pp |
| Annual return | 8.11% | 3.54%+4.6pp | 735.12%-727.0pp | -9.96%+18.1pp |
| Employer contribution / active EE | $902 | $2,169-58.4% | $5,298-83.0% | $2,111-57.3% |
| Participant deferral / active EE | $1,215 | $2,392-49.2% | $5,081-76.1% | $3,350-63.7% |
| Admin fee / account holder | $127 | $438-70.9% | $13,411-99.0% | $521-75.5% |