Filed November 24, 2021
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 |
|---|---|---|
AMERICAN FUNDS1 year Filed as: NEWPORT CAPITAL GROUP LLC Service code 27 · EIN 86-1109193 | Advisory (Plan) | $85,000 |
Service code 49 · EIN 04-1590850 | Other Services | $850 |
AMERICAN CENTURY1 year Service code 52 · EIN 43-1567889 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,992 | $69,159+111.1% | $125,175+16.6% | $67,579+116.0% |
| Participation rate | 96.2% | 78.2%+18.0pp | 79.8%+16.5pp | 71.3%+25.0pp |
| Annual return | 18.57% | 27.12%-8.6pp | 43.79%-25.2pp | 378.56%-360.0pp |
| Employer contribution / active EE | $3,411 | $2,023+68.6% | $3,865-11.8% | $2,148+58.8% |
| Participant deferral / active EE | $7,987 | $3,700+115.9% | $4,937+61.8% | $3,539+125.7% |
| Admin fee / account holder | $1 | $142-99.0% | $9,702-100.0% | $142-99.0% |