Filed January 31, 2024 (most recent of 7 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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Recordkeeping ... | $282,760 |
FORVIS, LLP3 years Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $45,811 |
NEWPORT GROUP, INC.8 years Filed as: NEWPORT TRUST COMPANY Service code 16 · EIN 27-4411131 | Consulting | $37,500 |
FRIDAY ELDREDGE & CLARK3 years Service code 29 · EIN 71-0253637 | Legal | $22,699 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,274 | $122,854-41.2% | $184,200-60.8% | $199,768-63.8% |
| Participation rate | 85.8% | 87.0%-1.2pp | 86.8%-1.0pp | 72.0%+13.8pp |
| Annual return | 15.52% | 143.99%-128.5pp | 28.80%-13.3pp | 34.26%-18.7pp |
| Employer contribution / active EE | $4,573 | $4,588-0.3% | $6,424-28.8% | $3,037+50.6% |
| Participant deferral / active EE | $4,942 | $7,995-38.2% | $9,132-45.9% | $5,090-2.9% |
| Admin fee / account holder | $98 | $120-18.1% | $13,907-99.3% | $269-63.4% |