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 |
|---|---|---|
EXTRACO BANKS4+ years Service code 26 P.O. BOX 6101 · TEMPLE, TX 76503 | Advisory (Participants) | $34,958 |
OBS FINANCIAL4+ years Filed as: OBS FINANCIAL SERVICES Service code 26 10200 WATERVILLE STREET · WHITEHOUSE, OH 43571 | Advisory (Participants) | $28,642 |
NEWPORT GROUP, INC.4+ years Service code 14 · EIN 27-2073969 | Plan Administrator | $16,395 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (individual); Trustee (discre... | $10,418 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $213,494 | $89,652+138.1% | $141,162+51.2% | $65,185+227.5% |
| Participation rate | 95.4% | 74.7%+20.7pp | 82.5%+12.9pp | 70.2%+25.2pp |
| Annual return | 1.82% | 32.79%-31.0pp | 71.39%-69.6pp | 29.38%-27.6pp |
| Employer contribution / active EE | $7,870 | $3,065+156.8% | $4,735+66.2% | $2,177+261.6% |
| Participant deferral / active EE | $6,188 | $5,691+8.7% | $6,709-7.8% | $3,514+76.1% |
| Admin fee / account holder | $576 | $569+1.3% | $10,261-94.4% | $847-32.0% |