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 |
|---|---|---|
Filed as: CWM LLC Service code 27 · EIN 27-4011107 | Advisory (Plan) | $62,900 |
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $11,809 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,811 | $55,415+29.6% | $155,509-53.8% | $74,495-3.6% |
| Participation rate | 89.7% | 61.9%+27.8pp | 78.2%+11.5pp | 67.2%+22.5pp |
| Annual return | 12.15% | 268.50%-256.3pp | 64.67%-52.5pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $2,430 | $2,267+7.2% | $4,672-48.0% | $2,623-7.4% |
| Participant deferral / active EE | $4,465 | $2,836+57.4% | $5,626-20.6% | $4,346+2.7% |
| Admin fee / account holder | $304 | $1,738-82.5% | $15,912-98.1% | $1,942-84.4% |