Filed December 16, 2022
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 9-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 |
|---|---|---|
STEPHENS INC1+ years Filed as: STEPHENS, INC. Service code 27 · EIN 71-0641478 | Advisory (Plan) | $51,173 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT GROUP, INC Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $29,280 |
NEWPORT GROUP, INC.1+ years Service code 15 | Recordkeeping | $19,054 |
HUDSON CISNE & CO LLP1+ years Filed as: HUDSON CISNE & COMPANY, LLP Service code 10 · EIN 71-0650689 | Accounting | $12,360 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $70,112 | $107,378-34.7% | $108,579-35.4% | $57,658+21.6% |
| Participation rate | 90.7% | 77.1%+13.6pp | 79.6%+11.1pp | 70.2%+20.5pp |
| Annual return | 9.04% | 12.80%-3.8pp | -51.70%+60.7pp | 5.13%+3.9pp |
| Employer contribution / active EE | $7,217 | $1,782+305.1% | $3,758+92.0% | $1,974+265.7% |
| Participant deferral / active EE | $2,725 | $3,221-15.4% | $4,311-36.8% | $3,061-11.0% |
| Admin fee / account holder | $219 | $108+101.6% | $7,645-97.1% | $95+131.4% |