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 |
|---|---|---|
Filed as: BUCKINGHAM ASSET MANAGEMENT Service code 26 8182 MARYLAND AVENUE · ST. LOUIS, MO 63105 | Advisory (Participants) | $8,947 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $7,037 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,455 | $45,073-70.1% | $69,455-80.6% | $72,985-81.6% |
| Participation rate | 65.2% | 68.5%-3.3pp | 74.6%-9.4pp | 69.5%-4.3pp |
| Annual return | 18.34% | 22.65%-4.3pp | 28.97%-10.6pp | 81.00%-62.7pp |
| Employer contribution / active EE | $786 | $2,054-61.7% | $2,779-71.7% | $2,440-67.8% |
| Participant deferral / active EE | $2,093 | $2,602-19.6% | $3,535-40.8% | $3,607-42.0% |
| Admin fee / account holder | $173 | $3,056-94.4% | $3,839-95.5% | $5,124-96.6% |