Filed July 31, 2024 (most recent of 2 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 |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $30,772 |
DESCHUTES INVESTMENT CONSULTING5+ years Filed as: DESCHUTES INVESTMENT ADVISORS, INC. Service code 27 · EIN 87-0554544 1211 SW FIFTH AVENUE, SUITE 2830 · PORTLAND, OR 972043728 | Advisory (Plan) | $25,780 |
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 | $121,795 | $89,652+35.9% | $141,162-13.7% | $65,185+86.8% |
| Participation rate | 94.8% | 74.7%+20.1pp | 82.5%+12.3pp | 70.2%+24.6pp |
| Annual return | 34.63% | 32.79%+1.8pp | 71.39%-36.8pp | 29.38%+5.2pp |
| Employer contribution / active EE | $2,057 | $3,065-32.9% | $4,735-56.6% | $2,177-5.5% |
| Participant deferral / active EE | $7,677 | $5,691+34.9% | $6,709+14.4% | $3,514+118.5% |
| Admin fee / account holder | $185 | $569-67.5% | $10,261-98.2% | $847-78.2% |