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 LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $80,413 |
NEWPORT GROUP, INC.9+ years Filed as: MATRIX FINANCIAL SOLUTIONS Service code 19 · EIN 20-1591048 | Securities Custodian | $18,290 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,303 | $100,227+162.7% | $169,993+54.9% | $74,419+253.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | 15.05% | 66.08%-51.0pp | 53.37%-38.3pp | 34.38%-19.3pp |
| Employer contribution / active EE | $4,765 | $4,263+11.8% | $6,785-29.8% | $2,637+80.7% |
| Participant deferral / active EE | $14,272 | $7,143+99.8% | $10,408+37.1% | $4,528+215.2% |
| Admin fee / account holder | $1 | $234-99.4% | $12,815-100.0% | $348-99.6% |