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.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $60,174 |
RELIANCE TRUST COMPANY1 year Service code 21 · EIN 58-1428634 | Bank Trustee | $24,268 |
THE ANGELL PENSION GROUP, INC.8+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $4,670 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,091 | $81,908+33.2% | $90,749+20.2% | $64,808+68.3% |
| Participation rate | 95.5% | 80.5%+15.0pp | 75.7%+19.8pp | 71.5%+24.0pp |
| Annual return | -14.07% | -12.53%-1.5pp | -12.16%-1.9pp | 32.82%-46.9pp |
| Employer contribution / active EE | $1,833 | $3,065-40.2% | $2,921-37.3% | $2,506-26.9% |
| Participant deferral / active EE | $6,095 | $4,840+25.9% | $4,564+33.5% | $4,310+41.4% |
| Admin fee / account holder | $161 | $157+2.6% | $8,445-98.1% | $188-14.2% |