Filed June 14, 2022 (most recent of 2 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 |
|---|---|---|
SAGEPOINT FINANCIAL INC4 years Filed as: RESOURCE INVESTMENT ADVSRS Service code 18 · EIN 43-1451524 | Investment management fees paid direc... | $45,763 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $18,013 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,278 | $61,156+18.2% | $185,823-61.1% | $79,386-9.0% |
| Participation rate | 88.2% | 66.6%+21.6pp | 81.7%+6.5pp | 70.7%+17.5pp |
| Annual return | 11.04% | 19.45%-8.4pp | 122.05%-111.0pp | 116.85%-105.8pp |
| Employer contribution / active EE | $2,089 | $2,321-10.0% | $5,167-59.6% | $2,427-14.0% |
| Participant deferral / active EE | $3,508 | $2,789+25.8% | $5,568-37.0% | $4,046-13.3% |
| Admin fee / account holder | $300 | $710-57.8% | $16,237-98.2% | $626-52.2% |