Filed October 17, 2023 (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 |
|---|---|---|
NEWPORT GROUP, INC.7 years Service code 13 · EIN 27-2037969 | Contract Administrator | $8,076 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $970 |
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 | $86,613 | $91,407-5.2% | $135,903-36.3% | $71,457+21.2% |
| Participation rate | 98.8% | 75.7%+23.2pp | 81.9%+16.9pp | 67.9%+30.9pp |
| Annual return | 21.66% | 29.90%-8.2pp | 68.23%-46.6pp | 28.85%-7.2pp |
| Employer contribution / active EE | $4,993 | $3,703+34.8% | $4,856+2.8% | $2,588+92.9% |
| Participant deferral / active EE | $7,981 | $7,092+12.5% | $7,758+2.9% | $4,289+86.1% |
| Admin fee / account holder | $33 | $1,266-97.4% | $10,762-99.7% | $1,587-97.9% |