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 FUNDS5 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 12 BROAD STREET, 5TH FLOOR · RED BANK, NJ 07701 | Advisory (Plan) | $65,205 |
PREMIER ACTUARIAL SOLUTIONS7+ years Service code 11 · EIN 26-1722072 700 S ROSEMARY AVE, SUITE 204 · WEST PALM BEACH, FL 33401 | Actuarial | $22,425 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $46,984-100.0% | $56,546-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 50.6%-50.6pp | 5.6%-5.6pp |
| Annual return | -20.28% | 39.77%-60.0pp | -11.22%-9.1pp | 39.77%-60.0pp |
| Employer contribution / active EE | $1,481 | $19,959-92.6% | $32,882-95.5% | $19,959-92.6% |
| Participant deferral / active EE | $1,392 | $614+126.9% | $579+140.3% | $614+126.9% |
| Admin fee / account holder | $0 | $62-100.0% | $1,473-100.0% | $62-100.0% |