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) | $61,007 |
NEWPORT GROUP, INC.9+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $45,938 |
NEWEDGE ADVISORS LLC1 year Filed as: NEWEDGE ADVISERS Service code 26 16430 N SCOTTSDALE RD · SCOTTSDALE, AZ 85254 | Advisory (Participants) | $20,644 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,404 | $129,021-26.8% | $184,203-48.7% | $77,643+21.6% |
| Participation rate | 99.8% | 87.3%+12.5pp | 86.8%+13.0pp | 70.6%+29.2pp |
| Annual return | 15.17% | 33.27%-18.1pp | 28.81%-13.6pp | 31.24%-16.1pp |
| Employer contribution / active EE | $4,027 | $4,413-8.8% | $6,427-37.3% | $2,726+47.7% |
| Participant deferral / active EE | $6,940 | $7,297-4.9% | $9,131-24.0% | $4,647+49.3% |
| Admin fee / account holder | $213 | $254-16.2% | $13,901-98.5% | $430-50.6% |