Filed April 21, 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.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $73,987 |
THE ANGELL PENSION GROUP, INC.5+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $15,462 |
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 | $100,147 | $74,347+34.7% | $93,606+7.0% | $67,579+48.2% |
| Participation rate | 92.9% | 80.6%+12.3pp | 75.8%+17.1pp | 71.3%+21.6pp |
| Annual return | 23.11% | 28.07%-5.0pp | 32.76%-9.6pp | 378.56%-355.4pp |
| Employer contribution / active EE | $1,537 | $2,583-40.5% | $2,718-43.4% | $2,148-28.4% |
| Participant deferral / active EE | $5,159 | $4,060+27.1% | $4,069+26.8% | $3,539+45.8% |
| Admin fee / account holder | $163 | $123+32.6% | $7,888-97.9% | $142+14.3% |