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 FUNDS2 years Filed as: NEWPORT CAPITAL GROUP LLC Service code 27 · EIN 86-1109193 | Advisory (Plan) | $86,913 |
Service code 49 · EIN 04-1590850 | Other Services | $170 |
AB FUNDS1 year Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1567889 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,724 | $78,419+120.3% | $133,956+28.9% | $73,409+135.3% |
| Participation rate | 95.0% | 78.6%+16.4pp | 79.8%+15.1pp | 72.2%+22.8pp |
| Annual return | 16.27% | 33.35%-17.1pp | 45.09%-28.8pp | 59.29%-43.0pp |
| Employer contribution / active EE | $1,889 | $2,044-7.6% | $3,919-51.8% | $2,234-15.4% |
| Participant deferral / active EE | $7,605 | $3,925+93.7% | $5,048+50.7% | $3,805+99.8% |
| Admin fee / account holder | $39 | $161-75.7% | $8,927-99.6% | $158-75.1% |