Filed January 4, 2024 (most recent of 3 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 |
|---|---|---|
BANKPLUS WEALTH MANAGEMENT4+ years Filed as: BANKPLUS WEALTH MANAGEMENT GROUP Service code 27 · EIN 64-0134513 | Advisory (Plan) | $152,775 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $84,472 |
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 | $41,211 | $37,196+10.8% | $154,107-73.3% | $55,725-26.0% |
| Participation rate | 72.9% | 64.1%+8.8pp | 83.0%-10.2pp | 70.9%+2.0pp |
| Annual return | -4.68% | 1319.68%-1324.4pp | 735.12%-739.8pp | 244.93%-249.6pp |
| Employer contribution / active EE | $1,730 | $1,614+7.2% | $5,298-67.3% | $2,078-16.8% |
| Participant deferral / active EE | $2,129 | $2,068+3.0% | $5,081-58.1% | $3,356-36.5% |
| Admin fee / account holder | $232 | $102+128.7% | $13,411-98.3% | $115+101.7% |