Filed May 14, 2024 (most recent of 11 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 |
|---|---|---|
HAGAN NEWKIRK FINANCIAL SERVICES3+ years Service code 27 · EIN 63-1156117 6325 RANCH DRIVE · LITTLE ROCK, AR 72223 | Advisory (Plan) | $28,519 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP, INC Service code 15 · EIN 27-2037969 | Recordkeeping | $11,828 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,422 | $89,739-31.6% | $149,718-59.0% | $62,292-1.4% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 15.25% | 21.01%-5.8pp | 1501.63%-1486.4pp | 28.90%-13.6pp |
| Employer contribution / active EE | $4,601 | $3,233+42.3% | $5,445-15.5% | $2,042+125.3% |
| Participant deferral / active EE | $2,851 | $4,797-40.6% | $6,569-56.6% | $3,169-10.0% |
| Admin fee / account holder | $165 | $551-70.0% | $11,283-98.5% | $479-65.5% |