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 |
|---|---|---|
RICHARD J. WOLF & COMPANY4 years Filed as: RICHARD P. SLAUGHTER ASSOCIATES,INC Service code 26 13809 RESEARCH BLVD · AUSTIN, TX 78750 | Advisory (Participants) | $21,800 |
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $11,228 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $5,946 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,903 | $136,307-50.2% | $177,821-61.8% | $73,488-7.6% |
| Participation rate | 93.0% | 86.1%+6.9pp | 87.7%+5.3pp | 70.7%+22.3pp |
| Annual return | 5.33% | 18.68%-13.3pp | 48.32%-43.0pp | 28.51%-23.2pp |
| Employer contribution / active EE | $2,072 | $3,712-44.2% | $5,918-65.0% | $2,270-8.7% |
| Participant deferral / active EE | $5,215 | $5,829-10.5% | $7,714-32.4% | $3,740+39.5% |
| Admin fee / account holder | $314 | $596-47.2% | $12,427-97.5% | $513-38.7% |