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.3 years Filed as: NEWPORT TRUST COMPANY Service code 11 · EIN 27-4411131 | Actuarial | $136,703 |
THE ANGELL PENSION GROUP, INC.4+ years Filed as: ANGELL PENSION GROUP Service code 12 · EIN 04-2530412 | Claims processing; Participant loan p... | $13,390 |
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 | $117,198 | $37,196+215.1% | $154,107-24.0% | $55,725+110.3% |
| Participation rate | 96.6% | 64.1%+32.5pp | 83.0%+13.5pp | 70.9%+25.7pp |
| Annual return | -5.67% | 1319.68%-1325.3pp | 735.12%-740.8pp | 244.93%-250.6pp |
| Employer contribution / active EE | $4,882 | $1,614+202.4% | $5,298-7.9% | $2,078+134.9% |
| Participant deferral / active EE | $14,099 | $2,068+581.7% | $5,081+177.5% | $3,356+320.2% |
| Admin fee / account holder | $193 | $102+90.4% | $13,411-98.6% | $115+67.9% |