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 BANKS5+ years Service code 26 P.O. BOX 6101 · TEMPLE, TX 76503 | Advisory (Participants) | $35,666 |
OBS FINANCIAL5+ years Filed as: OBS FINANCIAL SERVICES Service code 26 10200 WATERVILLE STREET · WHITEHOUSE, OH 43571 | Advisory (Participants) | $29,722 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $13,990 |
NEWPORT GROUP, INC.5+ years Service code 14 · EIN 27-2073969 | Plan Administrator | $12,911 |
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 | $217,214 | $99,957+117.3% | $149,696+45.1% | $73,488+195.6% |
| Participation rate | 98.1% | 75.7%+22.4pp | 82.5%+15.6pp | 70.7%+27.4pp |
| Annual return | 4.05% | 53.87%-49.8pp | 276.60%-272.6pp | 28.51%-24.5pp |
| Employer contribution / active EE | $9,717 | $3,191+204.5% | $4,644+109.2% | $2,270+328.0% |
| Participant deferral / active EE | $7,794 | $6,073+28.3% | $6,842+13.9% | $3,740+108.4% |
| Admin fee / account holder | $552 | $551+0.3% | $9,309-94.1% | $513+7.6% |