Filed February 6, 2019
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 Service code 15 · EIN 27-2037969 | Recordkeeping | $221,786 |
INTEGRITY CAPITAL MANAGEMENT1+ years Service code 22 · EIN 20-5851189 | Insurance Broker | $112,760 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,020 | $37,117+85.9% | $147,614-53.2% | $55,191+25.1% |
| Participation rate | 76.1% | 63.6%+12.5pp | 84.6%-8.5pp | 69.2%+6.9pp |
| Annual return | -2.23% | 3.44%-5.7pp | 61.98%-64.2pp | 10.78%-13.0pp |
| Employer contribution / active EE | $116 | $1,620-92.9% | $5,564-97.9% | $1,899-93.9% |
| Participant deferral / active EE | $2,817 | $1,985+41.9% | $4,895-42.5% | $3,046-7.5% |
| Admin fee / account holder | $285 | $86+233.3% | $11,611-97.5% | $91+214.1% |