Filed July 8, 2021
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Service code 15 300 MERIDIAN CENTRE BLVD · ROCHESTER, NY 14618 | Recordkeeping | $95,487 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $20,878 |
Filed as: LEVEL FINANCIAL ADVISORS Service code 27 9310 TRANSIT RD · AMHERST, NY 14051 | Advisory (Plan) | $15,831 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,010 | $50,982-47.0% | $154,803-82.6% | $85,563-68.4% |
| Participation rate | 93.0% | 59.8%+33.2pp | 78.1%+14.9pp | 66.0%+27.0pp |
| Annual return | 19.67% | 30.35%-10.7pp | 58.88%-39.2pp | 31.51%-11.8pp |
| Employer contribution / active EE | $1,340 | $1,708-21.6% | $4,305-68.9% | $2,654-49.5% |
| Participant deferral / active EE | $2,699 | $2,474+9.1% | $5,540-51.3% | $4,375-38.3% |
| Admin fee / account holder | $221 | $846-73.8% | $14,329-98.5% | $834-73.5% |