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, LLC8+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $98,241 |
NEWPORT GROUP, INC.7+ years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $46,394 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,095 | $74,188+20.1% | $115,756-23.0% | $64,808+37.5% |
| Participation rate | 95.4% | 76.2%+19.2pp | 77.1%+18.4pp | 71.5%+24.0pp |
| Annual return | -17.64% | -11.81%-5.8pp | 143.14%-160.8pp | 32.82%-50.5pp |
| Employer contribution / active EE | $4,891 | $3,365+45.4% | $3,793+29.0% | $2,506+95.2% |
| Participant deferral / active EE | $6,810 | $5,294+28.7% | $6,254+8.9% | $4,310+58.0% |
| Admin fee / account holder | $386 | $148+160.0% | $8,124-95.3% | $188+105.4% |