Filed March 15, 2019
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
DFG 401(K) ADVISORS1 year Service code 27 2929 E CAMELBACK RD · PHOENIX, AZ 85016 | Advisory (Plan) | $39,596 |
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $36,921 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,948 | $34,677-13.6% | $77,024-61.1% | $64,808-53.8% |
| Participation rate | 96.9% | 49.8%+47.0pp | 67.9%+29.0pp | 71.5%+25.4pp |
| Annual return | -14.84% | -5.33%-9.5pp | 42.32%-57.2pp | 32.82%-47.7pp |
| Employer contribution / active EE | $1,213 | $1,370-11.4% | $2,812-56.9% | $2,506-51.6% |
| Participant deferral / active EE | $4,270 | $2,556+67.0% | $4,426-3.5% | $4,310-0.9% |
| Admin fee / account holder | $114 | $179-35.9% | $5,425-97.9% | $188-39.1% |