Filed June 29, 2020
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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $228,061 |
NEWPORT GROUP, INC.3+ years Filed as: NEWPORT GROUP SECURITIES, INC. Service code 70 P.O. BOX 116223 · ATLANTA, GA 303686223 | Consulting Fees | $32,460 |
BOTT-ANDERSON PARTNERS, INC.2 years Service code 70 1548 THE GREENS WAY, SUITE 1 · JACKSONVILLE, FL 32250 | Consulting Fees | $30,000 |
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 | $18,718 | $44,989-58.4% | $170,442-89.0% | $77,958-76.0% |
| Participation rate | 88.1% | 64.6%+23.5pp | 83.6%+4.5pp | 71.6%+16.4pp |
| Annual return | 17.38% | 19.61%-2.2pp | 205.93%-188.5pp | 20.87%-3.5pp |
| Employer contribution / active EE | $1,048 | $1,466-28.5% | $5,433-80.7% | $2,310-54.6% |
| Participant deferral / active EE | $2,748 | $2,208+24.5% | $4,939-44.4% | $3,537-22.3% |
| Admin fee / account holder | $152 | $69+119.9% | $13,880-98.9% | $97+55.7% |