Filed July 16, 2018 (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 |
|---|---|---|
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Recordkeeping fees; Direct payment fr... | $32,921 |
MONETA GROUP LLC1+ years Filed as: MONETA GRP INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-1903821 | Investment Management | $22,052 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,593 | $54,320-43.7% | $67,652-54.8% | $52,331-41.5% |
| Participation rate | 95.2% | 73.6%+21.6pp | 75.7%+19.5pp | 68.1%+27.1pp |
| Annual return | -0.87% | 6.81%-7.7pp | 6625.04%-6625.9pp | 4.54%-5.4pp |
| Employer contribution / active EE | $1,723 | $1,544+11.6% | $2,266-23.9% | $1,882-8.4% |
| Participant deferral / active EE | $2,447 | $2,950-17.1% | $3,560-31.3% | $3,022-19.0% |
| Admin fee / account holder | $218 | $527-58.5% | $4,821-95.5% | $592-63.1% |