Filed January 16, 2025
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 |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 12 · EIN 27-2037969 | Participant loan processing; Sub-tran... | $65,182 |
LPL FINANCIAL3 years Filed as: FINANCIAL ADVOCATES INVESTMENT MGMT Service code 27 1601 COOPER POINT ROAD NW · OLYMPIA, WA 98502 | Advisory (Plan) | $52,674 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $16,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $93,793 | $80,005+17.2% | $140,016-33.0% | $55,725+68.3% |
| Participation rate | 98.6% | 87.0%+11.6pp | 87.5%+11.1pp | 70.9%+27.8pp |
| Annual return | -5.10% | 0.46%-5.6pp | 651.12%-656.2pp | 244.93%-250.0pp |
| Employer contribution / active EE | $3,077 | $3,403-9.6% | $5,606-45.1% | $2,078+48.1% |
| Participant deferral / active EE | $5,870 | $5,264+11.5% | $6,927-15.3% | $3,356+74.9% |
| Admin fee / account holder | $158 | $116+36.9% | $10,705-98.5% | $115+37.5% |