Filed January 25, 2018
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 8-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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $129,070 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $15,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,395 | $88,890+25.3% | $102,423+8.8% | $77,643+43.5% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 14.53% | 24.98%-10.5pp | 29.32%-14.8pp | 31.24%-16.7pp |
| Employer contribution / active EE | $6,207 | $2,698+130.1% | $3,023+105.3% | $2,726+127.7% |
| Participant deferral / active EE | $9,455 | $5,145+83.8% | $5,053+87.1% | $4,647+103.5% |
| Admin fee / account holder | $169 | $235-28.2% | $9,451-98.2% | $430-60.7% |