Filed February 5, 2018
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 |
|---|---|---|
SOLTIS INVESTMENT ADVISORS10+ years Filed as: SOLTIS INVESTMENT ADVISORS, INC. Service code 27 · EIN 87-0506413 | Advisory (Plan) | $54,851 |
NEWPORT GROUP, INC.9 years Service code 12 · EIN 27-2037969 | Claims processing; Participant loan p... | $42,342 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $9,291 |
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 | $61,428 | $50,815+20.9% | $155,509-60.5% | $77,643-20.9% |
| Participation rate | 98.4% | 63.1%+35.3pp | 78.2%+20.2pp | 70.6%+27.8pp |
| Annual return | 12.82% | 34.80%-22.0pp | 64.67%-51.8pp | 31.24%-18.4pp |
| Employer contribution / active EE | $2,588 | $1,993+29.9% | $4,672-44.6% | $2,726-5.0% |
| Participant deferral / active EE | $5,315 | $2,822+88.3% | $5,626-5.5% | $4,647+14.4% |
| Admin fee / account holder | $263 | $437-39.8% | $15,912-98.3% | $430-38.9% |