Filed February 3, 2025 (most recent of 2 filings on file)
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 37 · EIN 04-2647786 | Loan Processing | $62,867 |
AMERICAN FUNDS5 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 37-6572947 | Advisory (Plan) | $55,199 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,470 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,410 | $129,095+97.8% | $184,200+38.7% | $77,671+228.8% |
| Participation rate | 83.6% | 87.3%-3.7pp | 86.8%-3.2pp | 70.6%+13.0pp |
| Annual return | 16.43% | 33.29%-16.9pp | 28.80%-12.4pp | 31.21%-14.8pp |
| Employer contribution / active EE | $10,527 | $4,410+138.7% | $6,424+63.9% | $2,726+286.1% |
| Participant deferral / active EE | $10,932 | $7,300+49.8% | $9,132+19.7% | $4,648+135.2% |
| Admin fee / account holder | $205 | $256-20.0% | $13,907-98.5% | $430-52.5% |