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.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $82,882 |
THE ANGELL PENSION GROUP, INC.6+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $10,327 |
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 | $110,920 | $85,135+30.3% | $98,907+12.1% | $73,409+51.1% |
| Participation rate | 95.2% | 81.1%+14.0pp | 76.0%+19.1pp | 72.2%+23.0pp |
| Annual return | 13.57% | 19.14%-5.6pp | 196.43%-182.9pp | 59.29%-45.7pp |
| Employer contribution / active EE | $1,717 | $2,721-36.9% | $2,689-36.1% | $2,234-23.1% |
| Participant deferral / active EE | $5,818 | $4,349+33.8% | $4,244+37.1% | $3,805+52.9% |
| Admin fee / account holder | $165 | $139+18.7% | $6,642-97.5% | $158+4.7% |