Filed September 6, 2018 (most recent of 3 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.4 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 DEPT LA 24682 · PASADENA, CA 91185 | Bank Trustee | $95,500 |
DUFF & PHELPS, LLC6+ years Filed as: DUFF & PHELPS Service code 34 · EIN 36-4090666 12595 COLLECTION CENTER DR · CHICAGO, IL 60693 | Valuation (appraisals, etc.) | $52,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,410 | $41,850-72.7% | $96,562-88.2% | $101,517-88.8% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.8%+30.2pp | 74.6%+25.4pp |
| Annual return | 50.63% | 16.51%+34.1pp | 37.78%+12.8pp | 21.00%+29.6pp |
| Employer contribution / active EE | $0 | $929-100.0% | $2,356-100.0% | $2,973-100.0% |
| Participant deferral / active EE | $0 | $1,934-100.0% | $3,849-100.0% | $4,873-100.0% |
| Admin fee / account holder | $7 | $73-89.8% | $6,181-99.9% | $139-94.7% |