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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $141,548 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP CONSULTING LLC Service code 27 · EIN 20-4649925 | Advisory (Plan) | $37,500 |
BDO USA, LLP2 years Filed as: BDO Service code 27 · EIN 13-5381590 | Advisory (Plan) | $25,950 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $70,083 | $120,450-41.8% | $159,436-56.0% | $93,030-24.7% |
| Participation rate | 92.7% | 78.0%+14.7pp | 82.8%+9.9pp | 73.9%+18.8pp |
| Annual return | 18.55% | 27.11%-8.6pp | 263.57%-245.0pp | 158.70%-140.2pp |
| Employer contribution / active EE | $2,931 | $3,526-16.9% | $4,829-39.3% | $2,706+8.3% |
| Participant deferral / active EE | $8,638 | $7,283+18.6% | $7,352+17.5% | $4,562+89.3% |
| Admin fee / account holder | $108 | $137-21.3% | $10,799-99.0% | $152-29.0% |