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.6+ years Filed as: MATRIX FINANCIAL SOLUTIONS Service code 19 · EIN 20-1591048 | Securities Custodian | $195,636 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $172,961 |
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 | $235,381 | $111,608+110.9% | $177,821+32.4% | $73,409+220.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 11.75% | 18.23%-6.5pp | 48.32%-36.6pp | 59.29%-47.5pp |
| Employer contribution / active EE | $3,440 | $3,796-9.4% | $5,918-41.9% | $2,234+54.0% |
| Participant deferral / active EE | $10,242 | $6,199+65.2% | $7,714+32.8% | $3,805+169.1% |
| Admin fee / account holder | $2 | $166-99.0% | $12,427-100.0% | $158-98.9% |