Filed May 15, 2024
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 8-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 |
|---|---|---|
BCC ADVISORS7 years Service code 17 · EIN 42-1322961 | Pension Consulting | $10,800 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT Service code 17 · EIN 27-2037969 | Pension Consulting | $8,181 |
BAC1 year Service code 10 · EIN 42-1162310 | Accounting | $7,250 |
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 | $106,195 | $122,239-13.1% | $184,200-42.3% | $74,546+42.5% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 11.85% | 19.95%-8.1pp | 28.80%-16.9pp | 1366.03%-1354.2pp |
| Employer contribution / active EE | $8,067 | $4,537+77.8% | $6,424+25.6% | $2,624+207.4% |
| Participant deferral / active EE | $0 | $7,139-100.0% | $9,132-100.0% | $4,347-100.0% |
| Admin fee / account holder | $113 | $1,260-91.1% | $13,907-99.2% | $1,944-94.2% |