Filed April 22, 2022 (most recent of 3 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 |
|---|---|---|
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,248 | $67,984+115.1% | $65,493+123.3% | $74,304+96.8% |
| Participation rate | 91.6% | 66.3%+25.3pp | 73.1%+18.5pp | 60.3%+31.3pp |
| Annual return | 10.75% | 19.87%-9.1pp | 982.45%-971.7pp | 29.43%-18.7pp |
| Employer contribution / active EE | $5,902 | $2,491+136.9% | $2,574+129.3% | $2,241+163.3% |
| Participant deferral / active EE | $9,261 | $3,346+176.7% | $3,961+133.8% | $3,767+145.8% |
| Admin fee / account holder | $28 | $1,373-98.0% | $5,028-99.4% | $2,969-99.1% |