Filed October 16, 2018 (most recent of 2 filings on file)
Total covered: 10 employees
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 |
|---|---|---|
Service code 27 6325 RANCH DR. · LITTLE ROCK, AR 72223 | Advisory (Plan) | $22,724 |
NEWPORT GROUP, INC.8+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $16,794 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,591 | $130,194-55.0% | $169,993-65.5% | $71,457-18.0% |
| Participation rate | 90.1% | 86.1%+3.9pp | 87.0%+3.1pp | 67.9%+22.1pp |
| Annual return | 17.30% | 20.37%-3.1pp | 53.37%-36.1pp | 28.85%-11.5pp |
| Employer contribution / active EE | $1,792 | $4,381-59.1% | $6,785-73.6% | $2,588-30.7% |
| Participant deferral / active EE | $4,472 | $6,923-35.4% | $10,408-57.0% | $4,289+4.3% |
| Admin fee / account holder | $267 | $966-72.4% | $12,815-97.9% | $1,587-83.2% |