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.1 year Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 | Recordkeeping | $86,295 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 13 · EIN 04-2530412 | Contract Administrator | $7,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,393 | $104,919+40.5% | $116,228+26.8% | $85,563+72.3% |
| Participation rate | 94.6% | 78.6%+16.0pp | 74.6%+20.1pp | 66.0%+28.7pp |
| Annual return | 15.06% | 15.38%-0.3pp | 90.06%-75.0pp | 31.51%-16.5pp |
| Employer contribution / active EE | $2,286 | $3,485-34.4% | $2,994-23.7% | $2,654-13.8% |
| Participant deferral / active EE | $6,187 | $5,306+16.6% | $4,953+24.9% | $4,375+41.4% |
| Admin fee / account holder | $131 | $429-69.5% | $11,989-98.9% | $834-84.3% |