Filed October 18, 2022 (most recent of 19 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 |
|---|---|---|
AMERICAN FUNDS8 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 12 BROAD STREET, 5TH FLOOR · RED BANK, NJ 07701 | Advisory (Plan) | $77,333 |
PREMIER ACTUARIAL SOLUTIONS10+ years Service code 11 · EIN 26-1722072 700 S ROSEMARY AVE, SUITE 204 · WEST PALM BEACH, FL 33401 | Actuarial | $23,600 |
ASCENSUS LLC2 years Filed as: ASCENSUS, LLC Service code 29 · EIN 82-3719843 200 DRYDEN ROAD EAST, SUITE 1000 · DRESHER, PA 19025 | Legal | $13,629 |
See 1 actuary disclosure. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $205,371-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 56.2%-56.2pp | 2.1%-2.1pp |
| Annual return | 6.16% | 9.16%-3.0pp | 5.90%+0.3pp | 9.16%-3.0pp |
| Employer contribution / active EE | $16,326 | $19,955-18.2% | $24,714-33.9% | $19,955-18.2% |
| Participant deferral / active EE | $1,520 | $1,073+41.6% | $644+136.1% | $1,073+41.6% |
| Admin fee / account holder | $0 | $200-100.0% | $13,227-100.0% | $200-100.0% |