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 |
|---|---|---|
Filed as: INTELLIGENCE DRIVEN ADVISORS Service code 26 14646 N. KIERLAND BLVD., · SCOTTSDALE, AZ 85254 | Advisory (Participants) | $76,255 |
NEWPORT GROUP, INC.8+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $46,605 |
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 | $85,142 | $100,227-15.1% | $169,993-49.9% | $74,419+14.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | 18.20% | 66.08%-47.9pp | 53.37%-35.2pp | 34.38%-16.2pp |
| Employer contribution / active EE | $4,670 | $4,263+9.5% | $6,785-31.2% | $2,637+77.1% |
| Participant deferral / active EE | $6,781 | $7,143-5.1% | $10,408-34.8% | $4,528+49.8% |
| Admin fee / account holder | $198 | $234-15.7% | $12,815-98.5% | $348-43.2% |