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 |
|---|---|---|
Service code 27 7979 E TUFTS AVE · DENVER, CO 80237 | Advisory (Plan) | $47,350 |
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $30,602 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,751 | $84,487+39.4% | $125,339-6.1% | $66,914+76.0% |
| Participation rate | 95.9% | 76.4%+19.4pp | 82.4%+13.5pp | 69.8%+26.0pp |
| Annual return | -15.07% | -8.39%-6.7pp | 572.05%-587.1pp | 1.58%-16.7pp |
| Employer contribution / active EE | $2,405 | $3,553-32.3% | $4,814-50.0% | $2,544-5.5% |
| Participant deferral / active EE | $7,927 | $6,781+16.9% | $7,446+6.5% | $4,237+87.1% |
| Admin fee / account holder | $243 | $685-64.5% | $10,010-97.6% | $593-59.1% |