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.7 years Service code 15 · EIN 27-2037969 | Recordkeeping | $51,313 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 45 SOUTH 7TH STREET · MINNEAPOLIS, MN 55402 | Bank Trustee | $15,596 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 13 · EIN 04-2530412 | Contract Administrator | $5,385 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,617 | $84,784+34.0% | $98,439+15.4% | $74,419+52.7% |
| Participation rate | 95.1% | 81.5%+13.5pp | 75.2%+19.9pp | 70.7%+24.3pp |
| Annual return | 15.88% | 20.59%-4.7pp | 21.16%-5.3pp | 34.38%-18.5pp |
| Employer contribution / active EE | $2,245 | $3,364-33.3% | $3,048-26.3% | $2,637-14.9% |
| Participant deferral / active EE | $6,182 | $5,218+18.5% | $4,738+30.5% | $4,528+36.5% |
| Admin fee / account holder | $118 | $204-42.5% | $8,948-98.7% | $348-66.2% |