Filed June 23, 2022 (most recent of 2 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 |
|---|---|---|
ANDERSONFISHER LLC DBA HUMAN INVEST1+ years Service code 17 5800 MEADOWS ROAD · LAKE OSWEGO, OR 97035 | Pension Consulting | $43,874 |
Service code 12 · EIN 84-1477138 | Recordkeeping and information managem... | $23,193 |
NEWPORT GROUP, INC.1+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Float revenue; Shareholder servicing ... | $7,620 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,808 | $31,810-62.9% | $64,105-81.6% | $59,188-80.1% |
| Participation rate | 45.7% | 57.7%-12.0pp | 68.2%-22.5pp | 69.4%-23.7pp |
| Annual return | 20.71% | 9.41%+11.3pp | 791.24%-770.5pp | 5.51%+15.2pp |
| Employer contribution / active EE | $330 | $659-49.9% | $1,820-81.9% | $2,098-84.3% |
| Participant deferral / active EE | $882 | $1,582-44.2% | $2,822-68.7% | $3,265-73.0% |
| Admin fee / account holder | $33 | $57-42.5% | $4,499-99.3% | $92-64.5% |