Filed April 22, 2022 (most recent of 3 filings on file)
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
AMERICAN FUNDS6 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 37-6572947 | Advisory (Plan) | $9,561 |
TIAA9 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $1,325 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,248 | $64,705+126.0% | $62,929+132.4% | $67,986+115.1% |
| Participation rate | 91.6% | 65.6%+26.0pp | 73.1%+18.5pp | 57.2%+34.4pp |
| Annual return | 10.75% | 20.31%-9.6pp | 1063.93%-1053.2pp | 31.67%-20.9pp |
| Employer contribution / active EE | $5,902 | $2,376+148.4% | $2,505+135.7% | $2,019+192.4% |
| Participant deferral / active EE | $9,261 | $3,198+189.6% | $3,888+138.2% | $3,358+175.8% |
| Admin fee / account holder | $28 | $1,428-98.0% | $5,065-99.4% | $3,203-99.1% |