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.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $89,254 |
THE ANGELL PENSION GROUP, INC.7+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $13,594 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,129 | $93,131+33.3% | $106,548+16.5% | $86,799+43.0% |
| Participation rate | 95.4% | 81.4%+14.0pp | 76.1%+19.3pp | 72.3%+23.1pp |
| Annual return | 14.76% | 19.45%-4.7pp | 26.80%-12.0pp | 97.91%-83.2pp |
| Employer contribution / active EE | $1,855 | $2,895-35.9% | $2,819-34.2% | $2,405-22.9% |
| Participant deferral / active EE | $6,110 | $4,708+29.8% | $4,398+38.9% | $4,131+47.9% |
| Admin fee / account holder | $184 | $145+26.8% | $7,407-97.5% | $170+8.5% |