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 6-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 LLC2+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $338,407 |
NEWPORT GROUP, INC.2+ years Filed as: MATRIX FINANCIAL SOLUTIONS Service code 19 · EIN 20-1591048 | Securities Custodian | $170,433 |
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 | $111,472 | $110,699+0.7% | $177,821-37.3% | $90,288+23.5% |
| Participation rate | 100.0% | 88.3%+11.7pp | 87.7%+12.3pp | 73.4%+26.6pp |
| Annual return | 18.47% | 22.79%-4.3pp | 48.32%-29.9pp | 53.97%-35.5pp |
| Employer contribution / active EE | $5,922 | $4,118+43.8% | $5,918+0.1% | $2,524+134.6% |
| Participant deferral / active EE | $6,127 | $6,731-9.0% | $7,714-20.6% | $4,232+44.8% |
| Admin fee / account holder | $9 | $90-90.0% | $12,427-99.9% | $114-92.1% |