Filed December 5, 2019 (most recent of 3 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,894 |
NEWPORT GROUP, INC.8+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $12,475 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,724 | $51,197+73.3% | $82,719+7.3% | $66,914+32.6% |
| Participation rate | 83.6% | 67.8%+15.8pp | 72.6%+11.1pp | 69.8%+13.8pp |
| Annual return | -8.69% | -9.64%+0.9pp | 701.18%-709.9pp | 1.58%-10.3pp |
| Employer contribution / active EE | $5,161 | $2,611+97.7% | $3,009+71.5% | $2,544+102.9% |
| Participant deferral / active EE | $9,770 | $3,458+182.5% | $4,395+122.3% | $4,237+130.6% |
| Admin fee / account holder | $146 | $416-65.0% | $5,329-97.3% | $593-75.5% |