Filed September 14, 2023
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.10+ years Service code 37 · EIN 27-2037969 | Loan Processing | $7,050 |
AMERICAN FUNDS10+ years Service code 10 · EIN 95-6817943 | Accounting | $0 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,842 | $61,058-57.7% | $71,209-63.7% | $85,563-69.8% |
| Participation rate | 81.1% | 58.6%+22.5pp | 73.8%+7.4pp | 66.0%+15.1pp |
| Annual return | 13.88% | 100.41%-86.5pp | 282.51%-268.6pp | 31.51%-17.6pp |
| Employer contribution / active EE | $1,000 | $2,199-54.5% | $2,721-63.2% | $2,654-62.3% |
| Participant deferral / active EE | $1,068 | $3,173-66.3% | $4,175-74.4% | $4,375-75.6% |
| Admin fee / account holder | $78 | $855-90.9% | $5,349-98.6% | $834-90.7% |