Filed February 10, 2021 (most recent of 5 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 |
|---|---|---|
WHARTONHILL ADVISORS, LLC5+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $61,892 |
NEWPORT GROUP, INC.4+ years Service code 12 · EIN 27-2037969 | Participant loan processing; Recordke... | $14,771 |
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 | $77,670 | $88,515-12.3% | $162,163-52.1% | $67,579+14.9% |
| Participation rate | 96.4% | 86.8%+9.5pp | 87.6%+8.8pp | 71.3%+25.1pp |
| Annual return | 23.78% | 27.04%-3.3pp | 115.59%-91.8pp | 378.56%-354.8pp |
| Employer contribution / active EE | $3,897 | $3,563+9.4% | $5,614-30.6% | $2,148+81.4% |
| Participant deferral / active EE | $5,491 | $5,724-4.1% | $7,298-24.8% | $3,539+55.1% |
| Admin fee / account holder | $194 | $124+56.9% | $10,843-98.2% | $142+36.4% |