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 FUNDS3 years Filed as: NEWPORT CAPITAL GROUP LLC Service code 27 · EIN 86-1109193 | Advisory (Plan) | $89,520 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $11,532 |
AB FUNDS2 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1567889 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | 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 | $186,011 | $86,225+115.7% | $146,665+26.8% | $86,799+114.3% |
| Participation rate | 81.2% | 78.0%+3.2pp | 80.1%+1.1pp | 72.3%+8.9pp |
| Annual return | 14.80% | 31.23%-16.4pp | 22.74%-7.9pp | 97.91%-83.1pp |
| Employer contribution / active EE | $2,852 | $2,392+19.2% | $4,136-31.0% | $2,405+18.6% |
| Participant deferral / active EE | $6,307 | $4,245+48.6% | $5,506+14.6% | $4,131+52.7% |
| Admin fee / account holder | $152 | $195-22.0% | $10,280-98.5% | $170-10.1% |