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) | $74,624 |
NEWPORT GROUP, INC.7+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $38,406 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,123 | $86,897-18.2% | $151,611-53.1% | $64,808+9.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -17.06% | -3.57%-13.5pp | 3.33%-20.4pp | 32.82%-49.9pp |
| Employer contribution / active EE | $4,523 | $4,010+12.8% | $6,166-26.7% | $2,506+80.5% |
| Participant deferral / active EE | $5,942 | $6,690-11.2% | $8,363-29.0% | $4,310+37.9% |
| Admin fee / account holder | $178 | $153+16.6% | $11,616-98.5% | $188-5.1% |