Filed March 10, 2022 (most recent of 3 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 27 14646 N. KIERLAND BLVD., SUITE 125 · SCOTTSDALE, AZ 85254 | Advisory (Plan) | $76,296 |
NEWPORT GROUP, INC.6+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $36,627 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,443 | $111,491-27.0% | $189,513-57.0% | $86,799-6.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.8%+12.2pp | 72.3%+27.7pp |
| Annual return | 13.28% | 83.50%-70.2pp | 555.15%-541.9pp | 97.91%-84.6pp |
| Employer contribution / active EE | $3,894 | $3,951-1.5% | $6,162-36.8% | $2,405+61.9% |
| Participant deferral / active EE | $5,364 | $6,437-16.7% | $8,221-34.7% | $4,131+29.9% |
| Admin fee / account holder | $178 | $189-5.6% | $12,045-98.5% | $170+5.0% |