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 | Recordkeeping fees; Participant commu... | $265,604 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 16 · EIN 27-4411131 | Consulting | $60,000 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,924 | $118,337-41.8% | $189,513-63.6% | $93,030-25.9% |
| Participation rate | 84.0% | 89.1%-5.1pp | 87.8%-3.9pp | 73.9%+10.1pp |
| Annual return | 16.25% | 21.77%-5.5pp | 555.15%-538.9pp | 158.70%-142.4pp |
| Employer contribution / active EE | $4,940 | $4,204+17.5% | $6,162-19.8% | $2,706+82.6% |
| Participant deferral / active EE | $4,328 | $7,123-39.2% | $8,221-47.4% | $4,562-5.1% |
| Admin fee / account holder | $88 | $100-11.8% | $12,045-99.3% | $152-42.0% |