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 | Sales loads (front end and deferred);... | $238,287 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 16 · EIN 27-4411131 | Consulting | $59,802 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participant contribution per participant 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 | $61,113 | $95,776-36.2% | $162,163-62.3% | $77,787-21.4% |
| Participation rate | 71.5% | 88.6%-17.2pp | 87.6%-16.1pp | 73.2%-1.7pp |
| Annual return | 21.63% | 37.03%-15.4pp | 115.59%-94.0pp | 32.57%-10.9pp |
| Employer contribution / active EE | $3,449 | $3,874-11.0% | $5,614-38.6% | $2,504+37.7% |
| Participant deferral / active EE | $3,313 | $6,125-45.9% | $7,298-54.6% | $3,967-16.5% |
| Admin fee / account holder | $96 | $88+9.7% | $10,843-99.1% | $100-3.9% |