Filed August 3, 2021
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 |
|---|---|---|
LPL FINANCIAL1+ years Service code 17 200 W CIVIC CENTER DR · SANDY, UT 84070 | Pension Consulting | $44,316 |
Service code 12 · EIN 84-1477138 | Claims processing; Participant loan p... | $43,078 |
NEWPORT GROUP, INC.2+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Trustee (bank, trust company, or simi... | $28,287 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,351 | $74,024-37.4% | $77,999-40.6% | $57,658-19.6% |
| Participation rate | 95.9% | 79.7%+16.2pp | 75.5%+20.4pp | 70.2%+25.7pp |
| Annual return | 6.42% | 12.14%-5.7pp | 425.96%-419.5pp | 5.13%+1.3pp |
| Employer contribution / active EE | $2,110 | $2,365-10.8% | $2,470-14.6% | $1,974+6.9% |
| Participant deferral / active EE | $4,555 | $3,533+28.9% | $3,497+30.3% | $3,061+48.8% |
| Admin fee / account holder | $99 | $93+6.0% | $5,480-98.2% | $95+4.5% |