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, LLC6+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $50,730 |
NEWPORT GROUP, INC.5+ years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Sub-tra... | $32,775 |
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 | $95,580 | $111,608-14.4% | $177,821-46.2% | $73,409+30.2% |
| Participation rate | 95.0% | 87.9%+7.1pp | 87.7%+7.3pp | 72.2%+22.8pp |
| Annual return | 18.50% | 18.23%+0.3pp | 48.32%-29.8pp | 59.29%-40.8pp |
| Employer contribution / active EE | $4,392 | $3,796+15.7% | $5,918-25.8% | $2,234+96.6% |
| Participant deferral / active EE | $6,195 | $6,199-0.1% | $7,714-19.7% | $3,805+62.8% |
| Admin fee / account holder | $216 | $166+30.7% | $12,427-98.3% | $158+37.0% |