Filed May 10, 2018 (most recent of 4 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 |
|---|---|---|
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $263,681 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $72,950 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,863 | $160,882-12.4% | $200,582-29.8% | $102,872+36.9% |
| Participation rate | 87.3% | 91.2%-3.9pp | 86.9%+0.4pp | 73.0%+14.3pp |
| Annual return | 13.82% | 18.15%-4.3pp | 42.33%-28.5pp | 19.06%-5.2pp |
| Employer contribution / active EE | $3,846 | $5,602-31.3% | $6,419-40.1% | $3,526+9.1% |
| Participant deferral / active EE | $6,204 | $9,300-33.3% | $9,331-33.5% | $5,535+12.1% |
| Admin fee / account holder | $150 | $125+20.3% | $16,305-99.1% | $292-48.6% |