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 INC5 years Filed as: RESOURCE INVESTMENT ADVSRS Service code 18 · EIN 43-1451524 | Direct payment from the plan; Custodi... | $44,213 |
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $18,758 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,679 | $65,061-14.4% | $143,757-61.3% | $66,914-16.8% |
| Participation rate | 85.5% | 65.2%+20.3pp | 80.3%+5.2pp | 69.8%+15.7pp |
| Annual return | -15.31% | -11.14%-4.2pp | -0.04%-15.3pp | 1.58%-16.9pp |
| Employer contribution / active EE | $2,143 | $2,361-9.2% | $4,951-56.7% | $2,544-15.8% |
| Participant deferral / active EE | $3,637 | $2,919+24.6% | $5,637-35.5% | $4,237-14.2% |
| Admin fee / account holder | $241 | $502-51.9% | $14,673-98.4% | $593-59.3% |