Filed March 18, 2021 (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.5+ years Filed as: MATRIX FINANCIAL SOLUTIONS Service code 19 · EIN 20-1591048 | Securities Custodian | $205,323 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $51,575 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $209,662 | $88,515+136.9% | $162,163+29.3% | $67,579+210.2% |
| Participation rate | 99.3% | 86.8%+12.5pp | 87.6%+11.8pp | 71.3%+28.0pp |
| Annual return | -28.43% | 27.04%-55.5pp | 115.59%-144.0pp | 378.56%-407.0pp |
| Employer contribution / active EE | $3,202 | $3,563-10.1% | $5,614-43.0% | $2,148+49.1% |
| Participant deferral / active EE | $9,547 | $5,724+66.8% | $7,298+30.8% | $3,539+169.8% |
| Admin fee / account holder | $4 | $124-96.7% | $10,843-100.0% | $142-97.1% |