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 |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $83,693 |
NEWPORT GROUP, INC.8+ years Filed as: MATRIX FINANCIAL SOLUTIONS Service code 19 · EIN 20-1591048 | Securities Custodian | $17,822 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,075 | $86,897+161.3% | $151,611+49.8% | $64,808+250.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -13.08% | -3.57%-9.5pp | 3.33%-16.4pp | 32.82%-45.9pp |
| Employer contribution / active EE | $3,982 | $4,010-0.7% | $6,166-35.4% | $2,506+58.9% |
| Participant deferral / active EE | $11,655 | $6,690+74.2% | $8,363+39.4% | $4,310+170.4% |
| Admin fee / account holder | $1 | $153-99.1% | $11,616-100.0% | $188-99.2% |