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) | $37,950 |
NEWPORT GROUP, INC.6 years Service code 13 · EIN 27-2037969 | Contract Administrator | $25,679 |
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 | $136,059 | $91,407+48.8% | $135,903+0.1% | $71,457+90.4% |
| Participation rate | 95.8% | 75.7%+20.1pp | 81.9%+13.9pp | 67.9%+27.9pp |
| Annual return | 17.69% | 29.90%-12.2pp | 68.23%-50.5pp | 28.85%-11.2pp |
| Employer contribution / active EE | $2,320 | $3,703-37.3% | $4,856-52.2% | $2,588-10.3% |
| Participant deferral / active EE | $9,292 | $7,092+31.0% | $7,758+19.8% | $4,289+116.6% |
| Admin fee / account holder | $203 | $1,266-83.9% | $10,762-98.1% | $1,587-87.2% |