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) | $13,523 |
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $8,071 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,510 | $53,822-63.8% | $75,696-74.2% | $85,850-77.3% |
| Participation rate | 53.1% | 69.1%-15.9pp | 74.8%-21.7pp | 69.3%-16.2pp |
| Annual return | 18.59% | 24.54%-6.0pp | 104.53%-85.9pp | 318.53%-299.9pp |
| Employer contribution / active EE | $735 | $2,017-63.5% | $2,743-73.2% | $2,565-71.3% |
| Participant deferral / active EE | $1,989 | $2,895-31.3% | $3,821-48.0% | $3,952-49.7% |
| Admin fee / account holder | $208 | $3,343-93.8% | $3,619-94.2% | $6,260-96.7% |