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 INC6 years Filed as: RESOURCE INVESTMENT ADVSRS Service code 18 · EIN 43-1451524 | Investment advisory (participants); I... | $45,770 |
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $21,139 |
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 | $65,216 | $47,126+38.4% | $149,673-56.4% | $74,419-12.4% |
| Participation rate | 80.3% | 63.4%+16.9pp | 78.8%+1.5pp | 70.7%+9.6pp |
| Annual return | 15.33% | 22.75%-7.4pp | 134.42%-119.1pp | 34.38%-19.1pp |
| Employer contribution / active EE | $2,029 | $1,905+6.5% | $4,818-57.9% | $2,637-23.1% |
| Participant deferral / active EE | $3,315 | $2,728+21.5% | $5,680-41.6% | $4,528-26.8% |
| Admin fee / account holder | $258 | $343-24.6% | $13,210-98.0% | $348-25.7% |