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; Claims process... | $282,760 |
FORVIS MAZARS, 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; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,274 | $122,693-41.1% | $184,203-60.8% | $199,593-63.8% |
| Participation rate | 85.8% | 86.8%-1.0pp | 86.8%-1.0pp | 72.0%+13.8pp |
| Annual return | 15.52% | 143.91%-128.4pp | 28.81%-13.3pp | 34.25%-18.7pp |
| Employer contribution / active EE | $4,573 | $4,584-0.2% | $6,427-28.8% | $3,034+50.7% |
| Participant deferral / active EE | $4,942 | $7,990-38.1% | $9,131-45.9% | $5,087-2.8% |
| Admin fee / account holder | $98 | $121-18.3% | $13,901-99.3% | $269-63.4% |