Filed February 5, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SOLTIS INVESTMENT ADVISORS3+ years Filed as: SOLTIS INVESTMENT ADVISORS, INC. Service code 27 · EIN 87-0506413 | Advisory (Plan) | $31,208 |
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Sub-transfer agen... | $17,953 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,878 | $55,453-42.5% | $170,439-81.3% | $62,293-48.8% |
| Participation rate | 97.6% | 66.4%+31.2pp | 83.6%+14.0pp | 69.5%+28.1pp |
| Annual return | 18.12% | 21.38%-3.3pp | 205.94%-187.8pp | 28.90%-10.8pp |
| Employer contribution / active EE | $1,453 | $2,164-32.8% | $5,433-73.3% | $2,042-28.8% |
| Participant deferral / active EE | $3,477 | $2,303+51.0% | $4,939-29.6% | $3,169+9.7% |
| Admin fee / account holder | $129 | $455-71.7% | $13,881-99.1% | $479-73.1% |