Filed November 20, 2017
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 |
|---|---|---|
Service code 27 · EIN 13-4674085 | Advisory (Plan) | $41,984 |
NEWPORT GROUP, INC.9 years Service code 13 · EIN 27-2037969 | Contract Administrator | -$10,802 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,892 | $66,457-61.0% | $81,438-68.2% | $77,671-66.7% |
| Participation rate | 95.6% | 68.7%+26.8pp | 69.5%+26.0pp | 70.6%+25.0pp |
| Annual return | 12.09% | 15.93%-3.8pp | 24.74%-12.7pp | 31.21%-19.1pp |
| Employer contribution / active EE | $2,033 | $2,159-5.9% | $2,460-17.4% | $2,726-25.4% |
| Participant deferral / active EE | $3,826 | $3,679+4.0% | $3,883-1.5% | $4,648-17.7% |
| Admin fee / account holder | $74 | $583-87.3% | $5,764-98.7% | $430-82.9% |