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 | Float revenue; Investment management;... | $263,731 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 16 · EIN 27-4411131 | Consulting | $60,000 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $62,761 | $110,699-43.3% | $177,821-64.7% | $90,288-30.5% |
| Participation rate | 85.8% | 88.3%-2.5pp | 87.7%-1.9pp | 73.4%+12.5pp |
| Annual return | 15.83% | 22.79%-7.0pp | 48.32%-32.5pp | 53.97%-38.1pp |
| Employer contribution / active EE | $6,143 | $4,118+49.2% | $5,918+3.8% | $2,524+143.4% |
| Participant deferral / active EE | $4,505 | $6,731-33.1% | $7,714-41.6% | $4,232+6.4% |
| Admin fee / account holder | $91 | $90+1.4% | $12,427-99.3% | $114-20.0% |