See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $123,864 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP CONSULTING LLC Service code 27 · EIN 20-4649925 | Advisory (Plan) | $50,000 |
BDO USA, LLP1 year Filed as: BDO Service code 27 · EIN 13-5381590 | Advisory (Plan) | $12,780 |
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 | $71,805 | $127,481-43.7% | $149,696-52.0% | $90,288-20.5% |
| Participation rate | 97.1% | 78.2%+18.9pp | 82.5%+14.6pp | 73.4%+23.8pp |
| Annual return | 17.94% | 57.78%-39.8pp | 276.60%-258.7pp | 53.97%-36.0pp |
| Employer contribution / active EE | $3,456 | $3,448+0.2% | $4,644-25.6% | $2,524+36.9% |
| Participant deferral / active EE | $9,610 | $6,975+37.8% | $6,842+40.5% | $4,232+127.1% |
| Admin fee / account holder | $123 | $152-18.6% | $9,309-98.7% | $114+8.3% |