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 13 · EIN 27-2037969 | Contract Administrator | $6,244 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BANK TRUST & ASSET MGMNT Service code 21 800 NORTH SHORELINE · CORPUS CHRISTI, TX 78466 | Bank Trustee | $6,086 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,114 | $58,879-31.9% | $178,490-77.5% | $73,488-45.4% |
| Participation rate | 60.5% | 66.2%-5.7pp | 81.9%-21.4pp | 70.7%-10.1pp |
| Annual return | 8.44% | 24.86%-16.4pp | 151.07%-142.6pp | 28.51%-20.1pp |
| Employer contribution / active EE | $967 | $2,236-56.8% | $5,011-80.7% | $2,270-57.4% |
| Participant deferral / active EE | $1,348 | $2,567-47.5% | $5,202-74.1% | $3,740-63.9% |
| Admin fee / account holder | $103 | $400-74.2% | $13,984-99.3% | $513-79.9% |