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, LLC7+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $89,197 |
NEWPORT GROUP, INC.6+ years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $16,826 |
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 | $109,950 | $89,904+22.3% | $453,369-75.7% | $86,799+26.7% |
| Participation rate | 94.6% | 75.7%+18.8pp | 78.0%+16.6pp | 72.3%+22.3pp |
| Annual return | 14.83% | 19.72%-4.9pp | 64.40%-49.6pp | 97.91%-83.1pp |
| Employer contribution / active EE | $4,336 | $3,279+32.2% | $4,070+6.5% | $2,405+80.3% |
| Participant deferral / active EE | $6,141 | $5,114+20.1% | $6,209-1.1% | $4,131+48.6% |
| Admin fee / account holder | $272 | $156+74.6% | $11,209-97.6% | $170+60.3% |